Aero Workflow + Insightly Integration

Insightly provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Insightly. Aero Workflow is a great tool for this.

All you need to do is - integrate Aero Workflow with Insightly to create task in Aero Workflow automatically when certain task occur in Insightly. This can save you time by not having to manually create tasks in both systems.

If you have created a organisation in Insightly, it's important to create a contact in Aero Workflow. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 - Aero Workflow integration, anytime a new Insightly contact is created, an Aero Workflow 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.

Insightly and Aero Workflow are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Insightly, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

When Lead is updated in Insightly then Create task in Aero Workflow