Updates to Insightly: Kick off Zaps with Two New Triggers, Plus Advanced Lead Attribution

With your business data flowing through Insightly, the ability to trigger workflows and send information from Insightly to other apps is crucial. Now, Insightly’s integration with Zapier is even more powerful.

Trigger workflows when new opportunities arise and never miss the window to follow up and turn a lead into a loyalist. Notify your team, add tasks in other project management tools, or automate email follow-ups—all without any additional work.

The new update also empowers you to trigger workflows from updated contacts and pass that information to other databases. Keep your other contact lists up to date with simple Zaps that do the heavy lifting for you.

Using the Create Lead action? The update also includes a new field allowing you to map “responsible user” and track which Insightly account is responsible for the lead so you know what’s working and can dig into success.

What's New with Insightly

New Triggers

• New Opportunity: Triggers when a new opportunity is created

• Updated Contact: Triggers when a contact is updated.

New Options

Now when using the Create Lead action, track “Responsible User” and tie leads to one of many Insightly accounts.

How to Automate Insightly with Zapier

1. Make sure you have a Zapier and a [Insightly]https://www.insightly.com/) account

2. Try some pre-made Insightly integrations and learn more about how Insightly works

3. Check out our Insightly help documentation for details on connecting your account and setting up your first Zap

4. Or login to build a custom workflow with Insightly and Zapier

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