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Popular Insightly + SimpleTexting Workflows
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Send SimpleTexting message for new Insightly task
Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Create SimpleTexting contact for new Insightly contact
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 contact will automatically be created in SimpleTexting.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Send SimpleTexting message for new Insightly contact
Furthermore, with this Insightly - SimpleTexting integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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When Contact is created in Insightly > Check condition > Create contact in SimpleTexting
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When Lead is created in Insightly > Check condition > Create contact in SimpleTexting
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Create Your Own Insightly & SimpleTexting Integration Without Any Code
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Integrate Insightly & SimpleTexting In 1 Click
And Save Time & Money Both
Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!
Want to automate something else in your workflow?
You Can Also Connect Insightly or SimpleTexting With 1200+ Other Apps
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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.
See Insightly Integrations
SimpleTexting allows you to send text messages at scale. With just a few simple steps, create your account and start sending high-quality messages to your entire list with the push of a button.
See SimpleTexting Integrations❤Trusted by 42,000+ Customers
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