Popular Insightly + Jellyreach Workflows
Create Jellyreach contact for new Insightly contact
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Insightly, a corresponding contact will automatically be created in Jellyreach.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Update Jellyreach contact from new Insightly contact
When Contact is created in Insightly > Check condition > Create contact in Jellyreach
When Lead is created in Insightly > Check condition > Create contact in Jellyreach
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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 IntegrationsJellyreach is a targeted, automated messaging platform that helps ecommerce merchants deliver targeted messages to customers based on their behavior and preferences.
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