Popular Insightly + Klenty Workflows
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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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 42,000+ Customers
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