Popular HubSpot + Insightly Workflows
Create Insightly task for new HubSpot deal
Create HubSpot 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 - HubSpot integration, anytime a new Insightly contact is created, an HubSpot 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 HubSpot deal from new Insightly contact
This Insightly - HubSpot 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.
Create HubSpot company for new Insightly organisation
When Contact is created in Insightly > Check condition > Create contact in HubSpot
When Contact is created in Insightly > Check condition > Create or Update contact in HubSpot
When Lead is created in Insightly > Check condition > Create contact in HubSpot
When Lead is created in Insightly > Check condition > Create or Update contact in HubSpot
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Hubspot is your all-in-one stop for all of your marketing software needs. We offer a complete suite of tools to help you connect and convert customers through social media, email, webinars, video, blogging and more.
See HubSpot IntegrationsInsightly'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.
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