Insightly + RD Station Integration

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Popular Insightly + RD Station Workflows

Create Insightly opportunity for new RD Station conversion event

This automation makes it easy to create new opportunitys in Insightly when a new conversion event is created in RD Station. Just connect your accounts, and every time a new conversion event is created in RD Station, 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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Create Insightly contact for new RD Station conversion event

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 RD Station conversion event 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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Create Insightly task for new RD Station conversion event

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

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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Create RD Station conversion event for new Insightly contact

If you're using Insightly to manage your sales leads, it's important to also use RD Station 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 conversion event will automatically be created in RD Station.

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

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Create Insightly organisation for new RD Station conversion event

RD Station + Insightly Integration

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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
Lead is converted in RD Station Instant
Lead is marked as opportunity in RD Station Instant

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
Conversion Event in RD Station
Deal won in RD Station
Deal lost in RD Station

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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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Powered by AI, RD Station is the most advanced digital marketing platform in the market. Get ahead of your competition and establish a strong presence by combining all your digital marketing efforts into one platform.

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