Ready workflows for Insightly + CLOSEM Integration
Just click on the workflow you want to automate
Create CLOSEM contact 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 contact will automatically be created in CLOSEM.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Create CLOSEM appointment for new Insightly contact
When Contact is created in Insightly > Check condition > Create contact in CLOSEM
When Lead is created in Insightly > Check condition > Create contact in CLOSEM
When Opportunity is created in Insightly > Schedule appointment in CLOSEM
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Create Your Own Insightly & CLOSEM Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Insightly & CLOSEM
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Integrate Insightly & CLOSEM In 1 Click
And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Insightly & CLOSEM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
Want to automate something else in your workflow?
You Can Also Connect Insightly or CLOSEM With 1100+ Other Apps
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 IntegrationsClosem is the must-have software for salespeople who want to close more deals. It automates your outreach and follow-up so you can focus on what's important - closing the sale.
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