Create records in Insightly from new submissions in Basin for seamless management
Boost your efficiency with this seamless Basin to Insightly workflow. When a new submission is made in Basin, a new record is immediately created in Insightly. This process ensures your data is accurately consolidated, saving you valuable time for more critical tasks.
Boost your efficiency with this seamless Basin to Insightly workflow. When a new submission is made in Basin, a new record is immediately created in Insightly. This process ensures your data is accurately consolidated, saving you valuable time for more critical tasks.
- When this happens...New Submission
Triggers when your form receives a submission.
- automatically do this!Create Record
Creates a Record
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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.