Popular Insightly + Salesmate Workflows
Create Salesmate deal for new Insightly opportunity
Create Insightly opportunity from new Salesmate contact
This Salesmate - Insightly integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
Create Insightly contact for new Salesmate 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 Salesmate - Insightly integration, anytime a new Salesmate contact is created, an Insightly 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 Insightly organisation for new Salesmate company
Create Insightly opportunity for new Salesmate deal
Create Insightly task for new Salesmate contact
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
Create Insightly task for new Salesmate deal
Create Salesmate 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 - Salesmate integration, anytime a new Insightly contact is created, an Salesmate 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 Salesmate deal from new Insightly contact
This Insightly - Salesmate integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
When Contact is created in Salesmate > Check condition > Create contact in Insightly
When Contact is created in Salesmate > Check condition > Create lead in Insightly
When Contact is created in Insightly > Check condition > Create contact in Salesmate
When Lead is created in Insightly > Check condition > Create contact in Salesmate
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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 IntegrationsOur platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.
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