Popular Zoho Creator + Insightly Workflows
Create Insightly contact for new Zoho Creator record
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create Insightly organisation for new Zoho Creator record
Create Zoho Creator record for new Insightly contact
So go ahead and set up this integration - it will make your life much easier!
When Record is created in Zoho Creator > Create contact in Insightly > Create opportunity in Insightly
When Record is created in Zoho Creator > Create lead in Insightly > Create opportunity in Insightly
When Record is created in Zoho Creator > Check any condition > Create contact in Insightly
When Record is created in Zoho Creator > Check any condition > Create lead in Insightly
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Zoho Creator helps you create custom apps to meet every data crunching and business process automation need, from collecting repetitive information to creating customized forms for specific workflows.
See Zoho Creator IntegrationsInsightly'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.
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