Insightly + PerkZilla Integration

Connect Insightly to PerkZilla 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
  • PerkZilla
    Subscriber is created in campaign in PerkZilla
  • PerkZilla
    Campaign is created in PerkZilla
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2.

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Ready Workflows Ready Workflows   for Insightly + PerkZilla Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
PerkZilla + Insightly Integration

Create Insightly contact for new PerkZilla contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Insightly contact and PerkZilla contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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PerkZilla + Insightly Integration

Create Insightly opportunity for new PerkZilla contact

This automation makes it easy to create new opportunitys in Insightly when a new contact is created in PerkZilla. Just connect your accounts, and every time a new contact is created in PerkZilla, a new opportunity will automatically be created in Insightly.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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PerkZilla + Insightly Integration

Create Insightly task for new PerkZilla contact

Insightly and PerkZilla are two powerful cloud-based tools that can be used to improve business productivity. Using this Insightly - PerkZilla integration, you can automatically create task in Insightly whenever a new contact is created in PerkZilla.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Insightly + PerkZilla Integration

Create PerkZilla contact for new Insightly contact

If you're using Insightly to manage your sales leads, it's important to also use PerkZilla to manage your email marketing.

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 PerkZilla.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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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 PerkZilla Automations from
Integrately Community

Most popularmost-popular-automations
01
PerkZilla logo
Chatwork logo
Send Chatwork message for new PerkZilla contact
02
PerkZilla logo
Cisco Webex (Teams) logo
Send Cisco Webex (Teams) message for new PerkZilla contact
03
PerkZilla logo
Twist logo
Send Twist message for new PerkZilla contact
04
PerkZilla logo
Beekeeper logo
Send Beekeeper message for new PerkZilla contact
05
PerkZilla logo
Google Chat logo
Send Google Chat message for new PerkZilla contact
cloud
PerkZilla
app integration
06
PerkZilla logo
Groove logo
Create Groove ticket for new PerkZilla contact
07
PerkZilla logo
Trengo logo
Create Trengo ticket for new PerkZilla contact
08
PerkZilla logo
Shoplazza logo
Create Shoplazza customer for new PerkZilla contact
09
PerkZilla logo
SureCart logo
Create SureCart contact for new PerkZilla contact
10
PerkZilla logo
Shoprocket logo
Create Shoprocket customer for new PerkZilla contact
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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3
Automation is ready
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You Can Also Connect Insightly or PerkZilla 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.
PerkZilla
PerkZilla
PerkZilla provides the tools you need to run innovative, goal-oriented campaigns that make your brand stand out. It helps launch contests, giveaways, early access, rewards, referral programs, and more.