Popular Insightly + Woodpecker.co Workflows
Create Woodpecker.co prospect for new Insightly contact
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Insightly, a corresponding prospect will automatically be created in Woodpecker.co.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
When Contact is created in Insightly > Check condition > Add prospect to prospect list in Woodpecker.co
When Lead is created in Insightly > Check condition > Add prospect to prospect list in Woodpecker.co
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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 IntegrationsWoodpecker.co is the easiest way to send personalized sales emails and follow-ups for free. With our new AI technology, you can send highly tailored messages that significantly improve open rates and lead conversion rates.
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