Insightly + Survicate Integration

Connect Insightly to Survicate in 1 click

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1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
  • Survicate
    Question is answered in Survicate
  • Survicate
    Survey is created in Survicate
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2.

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Ready Workflows Ready Workflows   for Insightly + Survicate Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Survicate + Insightly Integration

Create Insightly opportunity for new Survicate survey response

Integrating your Insightly with your Survicate, can help you automatically create new opportunitys based on survey 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 Survicate - 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.
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Survicate + Insightly Integration

Create Insightly task for new Survicate survey response

It's important to stay on top of your customer relationships, and one way to do that is to create Insightly tasks for new Survicate survey 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 Survicate survey response received today - your customers will thank you for it!
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Survicate + Insightly Integration

Create Insightly contact for new Survicate survey response

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

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

Top 10 Most Popular Insightly Automations from
Integrately Community

Just click on the workflow you want to automate

Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
Activate
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
Activate
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
Activate
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
Activate
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
Activate
Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
Activate
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
Activate
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
Activate
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
Activate
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
Activate
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
Activate
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
Activate
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
Activate
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
Activate
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
Activate
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
Activate
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission

Top 10 Most Popular Survicate Automations from
Integrately Community

Most popularmost-popular-automations
01
Survicate logo
CompanyHub logo
Create CompanyHub record for new Survicate survey response
02
Survicate logo
ClickSend SMS logo
Send ClickSend SMS message for new Survicate survey response
03
Survicate logo
Twilio logo
Send Twilio sms for new Survicate survey response
04
Survicate logo
SendGrid logo
Send SendGrid email for new Survicate survey response
05
Survicate logo
Telegram logo
Send Telegram message for new Survicate survey response
cloud
Survicate
app integration
06
Survicate logo
Flock logo
Send Flock message for new Survicate survey response
07
Survicate logo
Zoho Recruit logo
Create Zoho Recruit record for new Survicate survey response
08
Survicate logo
Zoho Creator logo
Create Zoho Creator record for new Survicate survey response
09
Survicate logo
Zoho Sheet logo
Create Zoho Sheet row for new Survicate survey response
10
Survicate logo
Teamup Calendar logo
Create Teamup Calendar event for new Survicate survey response
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How Integrately Works?

1
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2
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Insightly or Survicate With 1400+ Other Apps

Insightly
Insightly
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.
Survicate
Survicate
Survicate lets you run surveys, analyze results, and take action in real time. It is a cross-channel feedback management software that allows businesses to measure customer experience across multiple channels.