Insightly + RevBoss
Add new Insightly records to RevBoss contact suppression list
Manage your contacts efficiently between Insightly and RevBoss using this workflow. Once implemented, every new record created in Insightly will result in a contact being added to the suppression list in RevBoss. This seamless process ensures no inadvertent communications are made, streamlining your campaign management with accuracy and precision.
Manage your contacts efficiently between Insightly and RevBoss using this workflow. Once implemented, every new record created in Insightly will result in a contact being added to the suppression list in RevBoss. This seamless process ensures no inadvertent communications are made, streamlining your campaign management with accuracy and precision.
- When this happens...New Record
Triggers when a new record is created.
- automatically do this!Add Contact to Suppression
Adds a new contact to suppression RevBoss and tags it as a lead if it exists.
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