Insightly Update: Include More Details When You Create Leads

Generating leads is at the heart of your business. With expanded functionality for the Insightly-Zapier integration, you can now include more information about these potential customers whenever you use the Create Lead Action.

With this update, when you set up a workflow to create a new lead in Insightly, you can pass information for lead source, lead status, owner and dictate who it’s visibility. Knowledge is power and you’ve now got more of it at your fingertips.

What's New with Insightly

New Options for Create Lead Actions

• Send additional information about new leads to Insightly including lead source, lead status, owner and visibility preferences

How to Automate Insightly with Zapier

1. Make sure you have a Zapier and a Insightly 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

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use Insightly with Zapier.