Insightly + Macanta Integration

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Popular Insightly + Macanta Workflows

Create Macanta task for new Insightly opportunity

Insightly + Macanta Integration

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Create Macanta contact for new Insightly contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 - Macanta integration, anytime a new Insightly contact is created, an Macanta 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.

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Create Macanta task for new Insightly contact

In Insightly, when you create a contact, it automatically creates a task in Macanta 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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You can Add Conditions / More Apps in the next steps

Task is created in Insightly
Lead is created in Insightly
Lead is updated in Insightly
Opportunity is created in Insightly
Contact is updated in Insightly
Contact is created in Insightly
Organisation is added in Insightly
Organisation is updated in Insightly
Project is created in Insightly

Create contact in Insightly
Search contact in Insightly
Create opportunity in Insightly
Search opportunity in Insightly
Create lead in Insightly
Search lead in Insightly
Create task in Insightly
Search user in Insightly
Create organisation in Insightly
Search organisation in Insightly
Create project in Insightly
Search project in Insightly
Get contact by id in Insightly
Create Task in Macanta
Create a Data Object in Macanta
Get Contact Details in Macanta
Edit a Data Object in Macanta
Get Data Object via Item ID in Macanta
Get Data Object by Field Value ID in Macanta
Create or Update Contact in Macanta
Create DO Note in Macanta
Create Note in Macanta

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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.

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Macanta is an innovative cloud-based CRM solution. It's unique combination of ease-of-use, powerful features, scalability, security and low cost allows you to focus on building your business while we do the rest.

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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 & Macanta with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.