Insightly + SegMate Integration

When someone completes your SegMate, a new contact is automatically created in your Insightly. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the SegMate is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a SegMate - Insightly integration set up makes it easy to manage your customer relationships and grow your business.

Integrating your Insightly with your SegMate, can help you automatically create new opportunitys based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This SegMate - Insightly integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.

It's important to stay on top of your customer relationships, and one way to do that is to create Insightly tasks for new SegMate responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Insightly task for new SegMate response received today - your customers will thank you for it!

When Input received in chatbot in SegMate then Create contact in Insightly and Create opportunity in Insightly

When Input received in chatbot in SegMate then Create lead in Insightly and Create opportunity in Insightly

When a new Input received in chatbot in SegMate, Create organisation in Insightly and Create opportunity in Insightly.

When Input received in chatbot in SegMate then Create contact in Insightly and Create task in Insightly

When Input received in chatbot in SegMate then Create lead in Insightly and Create task in Insightly