Popular Insightly + Holded Workflows
Create Holded contact for new Insightly contact
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 - Holded integration, anytime a new Insightly contact is created, an Holded 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.
Create Holded deal from new Insightly contact
This Insightly - Holded 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.
When Contact is created in Insightly > Check condition > Create contact in Holded
When Contact is created in Insightly > Check condition > Create employee in Holded
When Lead is created in Insightly > Check condition > Create contact in Holded
When Lead is created in Insightly > Check condition > Create employee in Holded
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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.
See Insightly IntegrationsHolded is the only cloud-based tool that has everything you need to manage your company. No more switching between software tools to find what you're looking for. It's all one place — and it's easy to use.
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