Popular Insightly + Zoho Projects Workflows
When Task is completed in project in Zoho Projects > Check any condition > Create lead in Insightly
When Task status is changed to closed in Zoho Projects > Check any condition > Create contact in Insightly
When Task status is changed to closed in Zoho Projects > Check any condition > Create lead in Insightly
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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 IntegrationsWhether you're working on a small personal project or a large enterprise project, Zoho Projects can help you stay organized with its simplified yet comprehensive features.
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