Ready workflows for Insightly + Klenty Integration
Just click on the workflow you want to automate
Unsubscribe prospect in Klenty for Opportunity is created in Insightly
Create Klenty 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 Klenty.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Update Klenty contact from new Insightly contact
When Contact is created in Insightly > Check condition > Create prospect in Klenty
When Lead is created in Insightly > Check condition > Create prospect in Klenty
When Prospect is unsubscribed in Klenty > Check any condition > Create opportunity in Insightly
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Create Your Own Insightly & Klenty Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Insightly & Klenty
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Integrate Insightly & Klenty In 1 Click
And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Insightly & Klenty with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
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You Can Also Connect Insightly or Klenty With 1100+ Other Apps
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 IntegrationsKlenty is an AI-powered sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale. It gives you more time for sales calls, networking, closing deals and your actual work.
See Klenty Integrations❤Trusted by 10,000+ Customers
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