Insightly + LeadSquared Integration

Connect Insightly to LeadSquared in 1 click

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1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
  • LeadSquared
    Lead is submitted on landing page in LeadSquared Instant
  • LeadSquared
    New lead is created in LeadSquared Instant
  • LeadSquared
    Lead is updated in LeadSquared Instant
  • LeadSquared
    New activity is created for lead in LeadSquared Instant
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2.

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Ready Workflows Ready Workflows   for Insightly + LeadSquared Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
LeadSquared + Insightly Integration

Create Insightly opportunity for new LeadSquared lead

Integrating your Insightly with your LeadSquared, can help you automatically create new opportunitys based on leads recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This LeadSquared - Insightly integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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LeadSquared + Insightly Integration

Create Insightly opportunity from new LeadSquared contact

Anytime a new contact is created in your LeadSquared, a new opportunity will automatically be created in your Insightly. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This LeadSquared - Insightly 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.
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LeadSquared + Insightly Integration

Create Insightly task for new LeadSquared lead

It's important to stay on top of your customer relationships, and one way to do that is to create Insightly tasks for new LeadSquared leads received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Insightly task for new LeadSquared lead received today - your customers will thank you for it!
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LeadSquared + Insightly Integration

Create Insightly task for new LeadSquared contact

In LeadSquared, when you create a contact, it automatically creates a task in Insightly for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Insightly + LeadSquared Integration

Create LeadSquared task for new Insightly contact

In Insightly, when you create a contact, it automatically creates a task in LeadSquared for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Automations

Top 10 Most Popular Insightly Automations from
Integrately Community

Just click on the workflow you want to automate

Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
Activate
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
Activate
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
Activate
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
Activate
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
Activate
Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
Activate
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
Activate
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
Activate
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
Activate
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
Activate
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
Activate
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
Activate
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
Activate
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
Activate
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
Activate
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
Activate
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission

Top 10 Most Popular LeadSquared Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
LeadSquared logo
Create LeadSquared task for new Elementor Forms form submission
02
LeadSquared logo
Microsoft Excel logo
Create Microsoft Excel row for new LeadSquared lead
03
WPForms logo
LeadSquared logo
Create LeadSquared task for new WPForms form submission
04
Amelia logo
LeadSquared logo
Create LeadSquared task for new Amelia booking
05
LeadSquared logo
Zoho CRM logo
Create Zoho CRM module for new LeadSquared lead
cloud
LeadSquared
app integration
06
LeadSquared logo
Flock logo
Send Flock message for new LeadSquared lead
07
LeadSquared logo
Zoho Recruit logo
Create Zoho Recruit record for new LeadSquared lead
08
LeadSquared logo
Zoho Creator logo
Create Zoho Creator record for new LeadSquared lead
09
LeadSquared logo
Zoho Sheet logo
Create Zoho Sheet row for new LeadSquared lead
10
LeadSquared logo
Flock logo
Send Flock message for new LeadSquared contact
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Want to automate something else in your workflow?

You Can Also Connect Insightly or LeadSquared With 1400+ Other Apps

Insightly
Insightly
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.
LeadSquared
LeadSquared
LeadSquared helps businesses to grow through customer acquisition. It is a complete marketing and sales solution that enables SMBs to use multiple channels to identify, engage and convert prospects into customers.