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When Lead is created in Salesforce > Check condition > Create contact in Insightly
Salesforce + Insightly Integration
Insightly + Salesforce Integration
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Popular Insightly + Salesforce Workflows
When Record is created in Salesforce > Check any condition > Create contact in Insightly
Salesforce + Insightly Integration
When Record is created in Salesforce > Check any condition > Create lead in Insightly
Salesforce + Insightly Integration
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Create Automation
You can Add Conditions / More Apps in the next steps
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Task is created in Insightly -
Lead is created in Insightly
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Lead is updated in Insightly
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Opportunity is created in Insightly
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Organisation is added in Insightly
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Organisation is updated in Insightly
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Contact is updated in Insightly
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Contact is created in Insightly
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Project is created in Insightly
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Record is created in Salesforce -
Record is updated in Salesforce
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Field is updated on record in Salesforce
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Lead is created in Salesforce
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Lead is updated in Salesforce
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Opportunity is created in Salesforce
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Opportunity is updated in Salesforce
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Task is created in Salesforce
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Task is updated in Salesforce
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Contact is updated in Salesforce
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Contact is created in Salesforce
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Account is created in Salesforce
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Account is updated in Salesforce
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Outbound message is received in Salesforce Instant
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Case is created in Salesforce
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Case is updated in Salesforce
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Quote is created in Salesforce
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Quote is updated in Salesforce
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Create contact in Insightly
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Search contact in Insightly
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Create opportunity in Insightly
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Search opportunity in Insightly
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Create lead in Insightly
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Search lead in Insightly
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Create task in Insightly
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Search user in Insightly
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Create organisation in Insightly
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Search organisation in Insightly
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Create project in Insightly
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Search project in Insightly
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Get contact by id in Insightly
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Create record in Salesforce
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Update record in Salesforce
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Search record in Salesforce
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Search record using query in Salesforce
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Create lead in Salesforce
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Update lead in Salesforce
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Search lead in Salesforce
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Create contact in Salesforce
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Update contact in Salesforce
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Search contact in Salesforce
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Create opportunity in Salesforce
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Update opportunity in Salesforce
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Search opportunity in Salesforce
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Add contact to campaign in Salesforce
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Add lead to campaign in Salesforce
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Create account in Salesforce
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Search account in Salesforce
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Update account in Salesforce
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Create task in Salesforce
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Update task in Salesforce
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Search task in Salesforce
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Get tasks by contact Id in Salesforce
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Create case in Salesforce
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Update case in Salesforce
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Search case in Salesforce
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Get Record by Id in Salesforce
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Get events by contact Id in Salesforce
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Search Quote in Salesforce
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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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