Create CLOSEM appointment for new Insightly contact
Insightly + CLOSEM Integration
CLOSEM + Insightly Integration
Connect CLOSEM to Insightly in 1 click
Free forever.Use premium features free for 14 days.1.
Task is created in Insightly- Lead is created in Insightly
- Lead is updated in Insightly
- Organisation is added in Insightly
- Organisation is updated in Insightly
- Contact is updated in Insightly
- Contact is created in Insightly
- Opportunity is created in Insightly
- Project is created in Insightly
- Opportunity is updated in Insightly
2.
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Most popular automations
Create CLOSEM appointment for new Insightly organisation
Insightly + CLOSEM Integration
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.
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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Top 10 Most Popular CLOSEM Automations from
Integrately Community
Just click on the workflow you want to automate
Create CLOSEM contact for new CompanyHub record
Create CLOSEM contact for new Salesforce record
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Create CLOSEM contact for new Smartsheet row
Create CLOSEM contact for new CompanyHub record
Create CLOSEM contact for new Salesforce record
Create CLOSEM contact for new Notion database item
Create CLOSEM contact for new Stackby row
Create CLOSEM contact for new Smartsheet row
Create CLOSEM contact for new Quickblog user
Create CLOSEM contact for new Shift4Shop (3dcart) customer
Create CLOSEM contact for new Adobe Commerce (Magento) customer
Create CLOSEM contact for new Assembla ticket
Create CLOSEM appointment for new Quickblog post
Create CLOSEM contact for new Quickblog user
Create CLOSEM contact for new Shift4Shop (3dcart) customer
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Create CLOSEM contact for new Assembla ticket
Create CLOSEM appointment for new Quickblog post
Top 10 Most Popular Insightly Automations from
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Most popular
01
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02
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03
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05
Create Insightly contact for new CompanyHub contact
06
Create Insightly contact for new GetResponse contact
07
Create opportunity in Insightly for Link is clicked in Woodpecker.co
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Send WhatsApp message for new Insightly task
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Create Insightly contact for new Wufoo form submission
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2
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You Can Also Connect CLOSEM or Insightly With 1400+ Other Apps
CLOSEM
Closem 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.
Insightly
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.
