Insightly + Yanado Integration

Insightly provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Insightly. Yanado is a great tool for this.

All you need to do is - integrate Yanado with Insightly to create email task in Yanado automatically when certain task occur in Insightly. This can save you time by not having to manually create tasks in both systems.

Insightly and Yanado are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Insightly, do you also create a email task in Yanado? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

When Lead is updated in Insightly then Create task from email in Yanado