Insightly + involve.me
Create new Insightly leads from completed involve.me submissions
Effortlessly manage and prioritize your leads with this efficient involve.me and Insightly workflow. When someone completes a submission in involve.me, a new lead will be created in Insightly, keeping all your information organized and allowing you to focus on making meaningful connections with potential clients. Save time and streamline your lead generation process with this handy automation.
Effortlessly manage and prioritize your leads with this efficient involve.me and Insightly workflow. When someone completes a submission in involve.me, a new lead will be created in Insightly, keeping all your information organized and allowing you to focus on making meaningful connections with potential clients. Save time and streamline your lead generation process with this handy 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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