Insightly + Tenancy - Rental Property CRM

Create Insightly records from new Tenancy leads

Connecting your tenant search leads with your CRM doesn't have to be a pain. Automatically add new rental leads from your Tenancy listings to Insightly automatically as they come in.

When this happens...
New Leads
Triggers when there is a new leads.
TriggerInstant
automatically do this!
Create Record
Creates a Record
ActionWrite

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Supported triggers and actions

New Leads
Triggers when there is a new leads.
Trigger
Instant
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Listing Ad
Triggers when listing published
Trigger
Instant
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- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Action
Write

- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search

Lead Report
Triggers when an inquiry completed or timed out.
Trigger
Instant
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- FirstnameRequired
- LastnameRequired
- EmailRequired
- Phone Number
- Inquiry
- Street
- City
- Province
- Postal Code
- Country
- Type
- Tenancy Listing URLRequired
- Title
- Unit Number
- Rate
- Rental Frequency
- Frequency Unit
- TypeRequired
- Date Availability
Action
Write
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write

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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