Dubb + Insightly Integration

Connect Dubb to Insightly - Automate your workflows in 1-click

Make use of Dubb and Insightly automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Dubb + Insightly integration.
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Dubb + Insightly Integration

Create Insightly opportunity from new Dubb contact

Anytime a new contact is created in your Dubb, a new opportunity will automatically be created in your Insightly. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Dubb - Insightly 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.
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Dubb + Insightly Integration

Create Insightly contact for new Dubb contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 Dubb - Insightly integration, anytime a new Dubb contact is created, an Insightly 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.
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Dubb + Insightly Integration

Create Insightly task for new Dubb contact

In Dubb, when you create a contact, it automatically creates a task in Insightly for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Insightly + Dubb Integration

Create Dubb contact for new Insightly contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 - Dubb integration, anytime a new Insightly contact is created, an Dubb 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.
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Dubb + Insightly Integration
1.
  • Dubb
    Contact is created in Dubb

    Triggers the automation whenever a new contact is created

  • Insightly
    Task is created in Insightly

    Triggers the automation whenever a new task is created

  • Insightly
    Lead is created in Insightly

    Triggers the automation whenever a new lead is created

  • Insightly
    Lead is updated in Insightly

    Triggers the automation whenever the lead information is updated

  • Insightly
    Organisation is added in Insightly

    Triggers the automation whenever a new organization is created

  • Insightly
    Organisation is updated in Insightly

    Triggers the automation whenever any organization's profile is modified

  • Insightly
    Contact is updated in Insightly

    Triggers the automation whenever a contact is updated

  • Insightly
    Contact is created in Insightly

    Triggers the automation whenever a new contact is created

  • Insightly
    Opportunity is created in Insightly

    Triggers the automation whenever any opportunity is updated

  • Insightly
    Project is created in Insightly

    Triggers the automation whenever a new project is created

  • Insightly
    Opportunity is updated in Insightly

    Triggers the automation whenever an opportunity is updated

2.
  • Dubb
    Create contact in Dubb

    Automatically adds a new contact to the database

  • Dubb
    Update contact in Dubb

    Automatically updates contact information with new details

  • Dubb
    Search contact in Dubb

    Automatically finds and retrieves contact information

  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity in Insightly

    Automatically updates the opportunity details as needed

  • Insightly
    Create contact in Insightly

    Automatically adds a new contact to the database

  • Insightly
    Search contact in Insightly

    Automatically finds and retrieves contact information

  • Insightly
    Create opportunity in Insightly

    Automatically creates a new instance of the support system

  • Insightly
    Create lead in Insightly

    Automatically generates new leads for potential customers

  • Insightly
    Search lead in Insightly

    Automatically retrieves information for a particular lead

  • Insightly
    Create task in Insightly

    Automatically creates a new task

  • Insightly
    Search user in Insightly

    Automatically searches for a user

  • Insightly
    Create organisation in Insightly

    Automatically generates a new invoice

  • Insightly
    Search organisation in Insightly

    Automatically finds and retrieves information about a organization

  • Insightly
    Create project in Insightly

    Automatically creates a new project

  • Insightly
    Search project in Insightly

    Automatically searches for a project

  • Insightly
    Get contact by id in Insightly

    Automatically retrieves a contact's information based on their ID

  • Insightly
    Search opportunity in Insightly

    Automatically searches for a opportunity

  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly

    Automatically searches for a project using the ID

  • Insightly
    Update project in Insightly

    Automatically updates a project

  • Insightly
    Delete project in Insightly

    Auomatically deletes a project

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