Insightly + Popl
Create new Insightly records from new leads in Popl for any team member
Automate your customer outreach with this streamlined workflow that connects the Popl app with Insightly. As soon as a new lead registers on Popl accessible to any team member, a record gets immediately created in Insightly. This smooth interaction ensures you capitalize on every opportunity, keeping your CRM updated and your team ahead of the game. Save time and enhance efficiency with this hands-free process.
Automate your customer outreach with this streamlined workflow that connects the Popl app with Insightly. As soon as a new lead registers on Popl accessible to any team member, a record gets immediately created in Insightly. This smooth interaction ensures you capitalize on every opportunity, keeping your CRM updated and your team ahead of the game. Save time and enhance efficiency with this hands-free process.
- When this happens...New Lead
Triggers when you collect a new lead via Popl
- automatically do this!Create Record
Creates a Record
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