Insightly + Tracker

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.

  1. When this happens...
    TrackerTracker
    New Contact

    Triggers when a new contact is added to Tracker.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

insightly logo
insightly logo

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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  • CRM (Customer Relationship Management)

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tracker-1 logo
tracker-1 logo

About Tracker

Tracker helps recruitment and staffing firms build better relationships, workflows, and revenue with our integrated Recruitment ATS and CRM

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  • CRM (Customer Relationship Management)

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