Create Insightly records from new incoming chats in TimelinesAI
This Zap automatically creates a record in Insightly whenever a new incoming chat is received in TimelinesAI. Use it to keep your CRM updated with new conversations without manual work.
This Zap automatically creates a record in Insightly whenever a new incoming chat is received in TimelinesAI. Use it to keep your CRM updated with new conversations without manual work.
- When this happens...New Incoming Chat
Triggers when a new incoming chat is created.
- automatically do this!Create Record
Creates a Record
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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.