How to connect Visual Visitor + Insightly
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- New Visitor Notification With Company Data OnlyTriggers when a new visitor notification is created for a visitor with only company information.Trigger
- New Visitor Notification for a Tagged VisitorTriggers when a new visitor notification is created for a visitor that has been previously tagged from an email campaign or form capture.Trigger
- New Visitor Notification With Company and Contact DataTriggers when a new visitor notification is created for a visitor with both company and contact data.Trigger
- Deleted RecordTriggers when a record is deleted.Trigger
- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
Updates a Record
Finds an existing Record
- Step 1: Authenticate Visual Visitor and Insightly.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.