Insightly + Kenect Text Messaging

Push new Insightly records as leads in Kenect Text Messaging

Boost your lead engagement with this efficient workflow. When a new record is created in your Insightly app, it immediately triggers a push lead event in your Kenect Text Messaging app, promoting real-time interaction. By streamlining your lead management with this simplified process, it eliminates manual work and ensures you connect promptly with your leads.

When this happens...
New Record
Triggers when a new record is created.
TriggerInstant
automatically do this!
Push Lead
Pushes a lead into Kenect
ActionWrite

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Supported triggers and actions

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search
Message Posting
Triggers when a new message comes in at your Kenect location.
Trigger
Instant
Try It

- Contact First NameRequired
- Contact Last NameRequired
- Mobile Phone NumberRequired
- Message BodyRequired
- Contact email
Action
Write

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
Lead Push
Triggers when a new lead comes in at your Kenect location.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Mobile Phone NumberRequired
- Message BodyRequired
- E-mail
- External Lead IdentifierRequired
- Lead sourceRequired
Action
Write
- Contact PhoneRequired
- Message BodyRequired
- Sent by User Email
- Contact NameRequired
Action
Write

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn more