Insightly + DoneDone Integration

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Insightly + DoneDone Integration

Create DoneDone task for new Insightly task

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. DoneDone is a great tool for this.

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

Create DoneDone task for new Insightly opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in DoneDone to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Insightly? Well now there is!

With our integration between Insightly and DoneDone, creating task in DoneDone is now easier than ever. Whenever a opportunity is created in Insightly, you can automatically create a corresponding task in DoneDone to keep your team up-to-date.
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Insightly + DoneDone Integration

Create DoneDone task for new Insightly contact

Insightly and DoneDone 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 DoneDone? 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.
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Insightly + DoneDone Integration
1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • DoneDone
    New Task created in DoneDone
  • DoneDone
    New conversations created in DoneDone
2.
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • DoneDone
    Create task in DoneDone
  • DoneDone
    Search task in DoneDone
  • DoneDone
    Update task status in DoneDone
  • DoneDone
    Get task detail by id in DoneDone
  • DoneDone
    Create project in DoneDone
  • DoneDone
    Add a comment to a conversation in DoneDone
  • DoneDone
    Add a comment to task in DoneDone
  • DoneDone
    Get conversation detail in DoneDone
  • DoneDone
    Create Conversation in DoneDone
  • DoneDone
    Search conversation in DoneDone
  • DoneDone
    Update conversation status in DoneDone
  • DoneDone
    Add a reply to a conversation in DoneDone
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Integrate Insightly & DoneDone In 1 Click
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