Popular Insightly + WordPress Workflows
Create Insightly contact for new WordPress user
Creating contact in Insightly this way is a great way to track website activity and engagement by each contact.
Create Insightly task for new WordPress post
When you create a post in WordPress, this integration will automatically create a task in Insightly so you can keep track of what you need to do.
This can help ensure that your post are properly prioritized and that you don't forget any important steps.
Create WordPress user for new Insightly contact
Create WordPress post for new Insightly contact
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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.
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