Create Opportunities in Insightly With New Zapier Action
Alison Groves / August 28, 2015
If you deal with customers in any capacity, you probably spend a large amount of time inside your CRM. But these days there is so much more to creating simple contacts with an address and phone number: there's communication records, tasks associated with those clients, and even sales opportunities.
Insightly is a CRM that can handle all of those needs for you, and now comes with a new Zapier Action to create opportunities. Whether you'd like to use forms, help desk communication, or even your email marketing platform to create those opportunities inside Insightly, Zapier can handle that for you.
Check out a few different ways you can take advantage of Insightly's updated Zapier integration:
How to Use This Integration
- Sign up for a Insightly account account, and also make sure you have a Zapier account.
- Connect your Insightly account to Zapier.
- Check out pre-made Insightly integrations.
- Or create your own from scratch in the Zap Editor.
Best of luck!