Popular Insightly + Lemlist Workflows
Create opportunity in Insightly for Email is clicked in Lemlist
Create Lemlist recipient for new Insightly contact
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Insightly, a corresponding recipient will automatically be created in Lemlist.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
When Contact is created in Insightly > Check condition > Add buddy-to-be to Campaign in Lemlist
When Lead is created in Insightly > Check condition > Add buddy-to-be to Campaign in Lemlist
When Recipient is unsubscribed in Lemlist > Check any condition > Create opportunity in Insightly
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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 IntegrationsLemlist is a platform that helps you connect with influencers and potential customers. They make it easy for you to create personalized outreach emails and videos, which are delivered by email or URL.
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