
Popular Insightly + Smartsheet Workflows


Create Insightly contact for new Smartsheet row
Also, it's one less thing for you to have to remember to do manually. Win-win!

Create Insightly organisation for new Smartsheet row

When Row is added in Smartsheet > Create contact in Insightly > Create contact in Insightly

When Row is added in Smartsheet > Create contact in Insightly > Create lead in Insightly

When Row is added in Smartsheet > Create lead in Insightly > Create contact in Insightly

When Row is added in Smartsheet > Create lead in Insightly > Create lead in Insightly

Create Smartsheet row for new Insightly contact
So go ahead and set up this integration - it will make your life much easier!

When Row is added in Smartsheet > Create contact in Insightly > Create opportunity in Insightly

When Row is added in Smartsheet > Create lead in Insightly > Create opportunity in Insightly

When Row is added in Smartsheet > Check any condition > Create contact in Insightly

When Row is added in Smartsheet > Check any condition > Create lead in Insightly





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