RD Station + Insightly Integration

Connect RD Station to Insightly in 1 click

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1.
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
  • 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
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2.

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Ready Workflows Ready Workflows   for RD Station + Insightly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
RD Station + Insightly Integration

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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RD Station + Insightly Integration

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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RD Station + Insightly Integration

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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Insightly + RD Station Integration

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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Automations

Top 10 Most Popular RD Station Automations from
Integrately Community

Just click on the workflow you want to automate

RD Station logo
Salesforce logo
Create Salesforce record for new RD Station conversion event
Activate
RD Station logo
PerfexCRM logo
Create PerfexCRM contact for new RD Station conversion event
Activate
RD Station logo
Salesforce logo
Create Salesforce opportunity for new RD Station conversion event
Activate
RD Station logo
Pipefy logo
Create Pipefy card for new RD Station conversion event
Activate
RD Station logo
Online Live Support logo
Send Online Live Support message for new RD Station conversion event
Activate
RD Station logo
Salesforce logo
Create Salesforce record for new RD Station conversion event
Activate
RD Station logo
PerfexCRM logo
Create PerfexCRM contact for new RD Station conversion event
Activate
RD Station logo
Salesforce logo
Create Salesforce opportunity for new RD Station conversion event
Activate
RD Station logo
Pipefy logo
Create Pipefy card for new RD Station conversion event
Activate
RD Station logo
Online Live Support logo
Send Online Live Support message for new RD Station conversion event
Activate
RD Station logo
Bitrix24 logo
Create Bitrix24 deal for new RD Station conversion event
Activate
RD Station logo
Chatwork logo
Send Chatwork message for new RD Station conversion event
Activate
RD Station logo
Sharepoint logo
Create Sharepoint file from new RD Station lead
Activate
RD Station logo
Apollo logo
Create Apollo opportunity for new RD Station conversion event
Activate
Amelia logo
RD Station logo
Create RD Station conversion event for new Amelia booking
Activate
RD Station logo
Bitrix24 logo
Create Bitrix24 deal for new RD Station conversion event
Activate
RD Station logo
Chatwork logo
Send Chatwork message for new RD Station conversion event
Activate
RD Station logo
Sharepoint logo
Create Sharepoint file from new RD Station lead
Activate
RD Station logo
Apollo logo
Create Apollo opportunity for new RD Station conversion event
Activate
Amelia logo
RD Station logo
Create RD Station conversion event for new Amelia booking
Activate

Top 10 Most Popular Insightly Automations from
Integrately Community

Most popularmost-popular-automations
01
Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
02
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
03
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
04
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
05
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
cloud
Insightly
app integration
06
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
07
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
08
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
09
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
10
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect RD Station or Insightly With 1400+ Other Apps

RD Station
RD Station
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.
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.