Funnelquik + Insightly Integration

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Funnelquik + Insightly Integration

Create Insightly task for new Funnelquik event

Creating task in Insightly is a great way to keep track of task that need to be completed when an event is created in your Funnelquik account.

With the help of this integration, when an event is created, a task will be automatically created in Insightly and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Funnelquik + Insightly Integration

Create Insightly opportunity for new Funnelquik event

In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunity in Insightly.

But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Funnelquik, it will trigger a corresponding opportunity creation in Insightly.

This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Funnelquik + Insightly Integration
1.
  • Funnelquik
    Form response is created in Funnelquik Instant
  • Funnelquik
    Order is created in Funnelquik Instant
  • Funnelquik
    Order is updated in Funnelquik Instant
  • Funnelquik
    Product is created in Funnelquik Instant
  • Funnelquik
    Product is updated in Funnelquik Instant
  • Funnelquik
    Contact is created or updated in Funnelquik Instant
  • Funnelquik
    Booking is created in Funnelquik Instant
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated 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
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
2.
  • Funnelquik
    Delete contact in Funnelquik
  • Funnelquik
    Create contact in Funnelquik
  • Funnelquik
    Search contact in Funnelquik
  • Funnelquik
    Update contact in Funnelquik
  • Funnelquik
    Create product in Funnelquik
  • Funnelquik
    Update product in Funnelquik
  • Funnelquik
    Update member in Funnelquik
  • Funnelquik
    Search product in Funnelquik
  • Funnelquik
    Create member in Funnelquik
  • Funnelquik
    Delete member in Funnelquik
  • Funnelquik
    Create member group in Funnelquik
  • Funnelquik
    Update member group in Funnelquik
  • Funnelquik
    Delete member group in Funnelquik
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create 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
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly
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