Insightly + Salesflare Integration

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Create Salesflare task for new Insightly opportunity

Insightly + Salesflare Integration

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Create Insightly task for new Salesflare opportunity

Salesflare + Insightly Integration

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Create Salesflare person 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 - Salesflare integration, anytime a new Insightly contact is created, an Salesflare person 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 Salesflare opportunity from new Insightly contact

Anytime a new contact is created in your Insightly, a new opportunity will automatically be created in your Salesflare. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Insightly - Salesflare integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.

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Create Salesflare task for new Insightly contact

In Insightly, when you create a contact, it automatically creates a task in Salesflare 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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When Contact is created in Salesflare > Check condition > Create contact in Insightly

Salesflare + Insightly Integration

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When Contact is created in Salesflare > Check condition > Create lead in Insightly

Salesflare + Insightly Integration

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When Person is created in Salesflare > Check condition > Create contact in Insightly

Salesflare + Insightly Integration

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When Person is created in Salesflare > Check condition > Create lead in Insightly

Salesflare + Insightly Integration

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When Contact is created in Insightly > Check condition > Create contact in Salesflare

Insightly + Salesflare 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
Organisation is added in Insightly
Organisation is updated in Insightly
Contact is updated in Insightly
Contact is created in Insightly
Project is created in Insightly
Contact is created in Salesflare
Person is created in Salesflare
Opportunity is created in Salesflare
Account is created in Salesflare
Opportunity stages is created in Salesflare
Task is created in Salesflare
User is created in Salesflare

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
Update opportunity in Salesflare
Create opportunity in Salesflare
Create contact in Salesflare
Add contact to account in Salesflare
Search contact in Salesflare
Update contact in Salesflare
Search contact by email in Salesflare
Search person in Salesflare
Search opportunity by name in Salesflare
Create account in Salesflare
Search account by name in Salesflare
Update account in Salesflare
Create task in Salesflare
Search opportunity stages in Salesflare
Search user in Salesflare
Add user to account in Salesflare

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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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Salesflare's mission is to help startups grow their sales. It's AI-driven approach automatically gathers data from every incoming lead and contact, making it easy to organise and prioritise your sales efforts.

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