Popular Insightly + Flexie CRM Workflows
Create Flexie CRM contact for new Insightly contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Insightly - Flexie CRM integration, anytime a new Insightly contact is created, an Flexie CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Flexie CRM deal from new Insightly contact
This Insightly - Flexie CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
When Contact is created in Insightly > Check condition > Create contact in Flexie CRM
When Contact is created in Insightly > Check condition > Create lead in Flexie CRM
When Lead is created in Insightly > Check condition > Create contact in Flexie CRM
When Lead is created in Insightly > Check condition > Create lead in Flexie CRM
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Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
See Insightly IntegrationsFlexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.
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