Create new Insightly records from new Tracker contacts
When a new contact is added in the Tracker App, this workflow ensures the details are instantly captured in Insightly. This automation saves you the hassle of manual data entry, effectively streamlining your contact management process. Enhance your productivity and make sure no new lead or potential client details are lost in transitioning between the apps.
When a new contact is added in the Tracker App, this workflow ensures the details are instantly captured in Insightly. This automation saves you the hassle of manual data entry, effectively streamlining your contact management process. Enhance your productivity and make sure no new lead or potential client details are lost in transitioning between the apps.
- When this happens...New Contact
Triggers when a new contact is added to Tracker.
- automatically do this!Create Record
Creates a Record
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