Buzz + Insightly

Create new Insightly records from accepted Buzz invites

Stay organized and keep track of your engagements effortlessly with this workflow. Whenever an invite is accepted in the Buzz app, it will immediately create a new record in Insightly. This convenient automation ensures you'll never lose sight of important business interactions and responses, keeping you informed and prepared for every professional encounter.

Stay organized and keep track of your engagements effortlessly with this workflow. Whenever an invite is accepted in the Buzz app, it will immediately create a new record in Insightly. This convenient automation ensures you'll never lose sight of important business interactions and responses, keeping you informed and prepared for every professional encounter.

  1. When this happens...
    BuzzBuzz
    Invite Accepted

    Triggers when an invite is accepted.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

buzz logo
buzz logo

About Buzz

Powerful Deal-Closing Sales Engagement Software. Maximize your reach with our scalable, multi-channel engagement platform driven by real data, customized strategy, and full automation.

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  • Marketing Automation

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insightly logo
insightly logo

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

Related categories

  • CRM (Customer Relationship Management)

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