Insightly + RevBoss

Create Insightly records from new RevBoss prospect events

Transform your sales outreach process with this smart automation. When a prospect event takes place in RevBoss, a new record is instantly created in Insightly. This seamless workflow not only simplifies your sales procedure but also ensures your database stays updated, empowering your team to manage prospects efficiently and effectively.

When this happens...
Prospect Event
Triggers when a Prospect completes a specified event.
TriggerInstant
automatically do this!
Create Record
Creates a Record
ActionWrite

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Supported triggers and actions

- Event TypeRequired
- Flow
Trigger
Instant
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- EmailRequired
- Suppression TypeRequired
- Title
Action
Write
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write

- EmailRequired
- SegmentRequired
- Company Domain
- First Name
- Last Name
- Middle Name
- Nickname
- Linkedin Url
- Job Title
- Phone Number
- City
- State
- Country
- Company Name
- Company Linkedin Url
- Company Size
- Company Industry
- Company Location
- Company Linkedin Id
- Company Phone Number
- Company City
- Company State
- Company Country
- Company Keywords
- Company Annual Revenue
- Company Seo Description
- Company Number Of Retail Locations
- Company Technologies
Action
Write
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search

About Insightly

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.

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