Insightly + involve.me
Create Insightly opportunities from new involve.me completed submissions
Save time and boost efficiency by automating the process of adding new opportunities in Insightly whenever a submission is completed in involve.me. With this workflow, each completed involve.me submission will immediately create a new opportunity in Insightly, ensuring a seamless transition and helping you capitalize on valuable leads without manual data entry. Streamline your lead management and focus on engaging prospects with this convenient automation.
Save time and boost efficiency by automating the process of adding new opportunities in Insightly whenever a submission is completed in involve.me. With this workflow, each completed involve.me submission will immediately create a new opportunity in Insightly, ensuring a seamless transition and helping you capitalize on valuable leads without manual data entry. Streamline your lead management and focus on engaging prospects with this convenient automation.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create Record
Creates a Record
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