Create CLOSEM appointment for new Insightly organisation
Insightly + CLOSEM Integration
CLOSEM + Insightly Integration
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Create CLOSEM contact for new Insightly contact
If you're using Insightly to manage your sales leads, it's important to also use CLOSEM to manage your email marketing.
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.
See moreBut 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
Insightly + CLOSEM Integration
When Contact is created in Insightly > Check condition > Create contact in CLOSEM
Insightly + CLOSEM Integration
When Lead is created in Insightly > Check condition > Create contact in CLOSEM
Insightly + CLOSEM Integration
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