Popular Insightly + Macanta Workflows
Create Macanta contact for new Insightly contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Insightly - Macanta integration, anytime a new Insightly contact is created, an Macanta contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Macanta task for new Insightly contact
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
When Contact is created in Insightly > Check condition > Create or Update Contact in Macanta
When Lead is created in Insightly > Check condition > Create or Update Contact in Macanta
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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 IntegrationsMacanta is an innovative cloud-based CRM solution. It's unique combination of ease-of-use, powerful features, scalability, security and low cost allows you to focus on building your business while we do the rest.
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