Popular Insightly + Waitwhile Workflows
Create Insightly task for new Waitwhile visit
With the help of this integration, when an visit is created, a task will be automatically created in Insightly and will include the details of the visit (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new visit. You can then simply assign the task to someone on your team and they can get started!
Create Insightly opportunity for new Waitwhile visit
But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an visit is created in Waitwhile, it will trigger a corresponding opportunity creation in Insightly.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Create Waitwhile visit for new Insightly contact
When Visit is created or updated in Waitwhile > Check any condition > Create contact in Insightly
When Visit is created or updated in Waitwhile > Check any condition > Create lead in Insightly
When Visit is created or updated in Waitwhile > Check any condition > Create opportunity in Insightly
When Opportunity is created in Insightly > Create or Update Visit in Waitwhile
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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 IntegrationsWaitWhile helps businesses around the world improve their lines and create a radically better wait experience for their customers.You can schedule and waitlist customers from your phone, tablet or computerand easily access your data wherever you go.
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