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Create Axonaut opportunity for new Insightly opportunity
Create Axonaut 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 - Axonaut integration, anytime a new Insightly contact is created, an Axonaut 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 Axonaut opportunity from new Insightly contact
This Insightly - Axonaut 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 an Employee in Axonaut
When Lead is created in Insightly > Check condition > Create an Employee in Axonaut
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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 IntegrationsWith Axonaut you can follow your customer from the first marketing campaign until the last invoice, through all sales channels and get reports to analyse, share and act on.
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