
Popular Insightly + MemberPress Workflows


Create Insightly contact for new MemberPress member

Create MemberPress member for new Insightly contact

When Member is added in MemberPress > Search contact in Insightly > Check any condition > Create contact in Insightly

When Member is added in MemberPress > Search contact in Insightly > Check any condition > Create lead in Insightly

When Member is added in MemberPress > Search user in Insightly > Check any condition > Create contact in Insightly

When Member is added in MemberPress > Search user in Insightly > Check any condition > Create lead in Insightly

When Member is added in MemberPress > Search lead in Insightly > Check any condition > Create contact in Insightly

When Member is added in MemberPress > Search lead in Insightly > Check any condition > Create lead in Insightly
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You Can Also Connect Insightly or MemberPress With 1200+ 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.
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WordPress Membership Site Plugin allows you to create multiple membership levels, setup front-end and admin access, and even sell related digital goods through your website.
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