Create new Insightly records from new inbound emails by zapier
Manage your lead generation smoothly with this workflow. When you receive a new inbound email through Email by Zapier, it efficiently forms a new record in Insightly. This automation not only saves time but also ensures you never miss out on important leads generated through email.
Manage your lead generation smoothly with this workflow. When you receive a new inbound email through Email by Zapier, it efficiently forms a new record in Insightly. This automation not only saves time but also ensures you never miss out on important leads generated through email.
- When this happens...New Inbound Email
Triggers when an email is forwarded to your own custom zapiermail.com address.
- 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.