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When Form is submitted in AIDA Form > Create task in Tallyfy > Create contact in Insightly > Create opportunity in Insightly

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  • Customize(Optional)
  • Test & make it live

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When a new Form is submitted in AIDA Form, Create task in Tallyfy, Create contact in Insightly and Create opportunity in Insightly


You Can Also Create Your Own Integrations

When this happens
  • Contact is created in Insightly
  • Task is created in Insightly
  • Lead is created in Insightly
  • Opportunity is created in Insightly
  • Organisation is added in Insightly
  • Project is created in Insightly
  • Contact is updated in Insightly
  • Lead is updated in Insightly
  • Organisation is updated in Insightly
  • Form is submitted in AIDA Form
    Instant
Do this
  • Search user in Insightly
  • Search contact in Insightly
  • Search organisation in Insightly
  • Search project in Insightly
  • Search lead in Insightly
  • Search opportunity in Insightly
  • Create contact in Insightly
  • Create task in Insightly
  • Create lead in Insightly
  • Create organisation in Insightly
  • Create project in Insightly
  • Create opportunity in Insightly
  • Add a comment to a step in Tallyfy
  • Create task in Tallyfy
  • Mark task as completed in Tallyfy
  • Update a task in Tallyfy
  • Add a comment to a task in Tallyfy
  • Find user in org in Tallyfy

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