Popular Insightly + Klick-Tipp Workflows
Create Klick-Tipp contact 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 contact will automatically be created in Klick-Tipp.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Update Klick-Tipp contact from new Insightly contact
When Contact is created in Insightly > Check condition > Create contact in Klick-Tipp
When Lead is created in Insightly > Check condition > Create contact in Klick-Tipp
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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 IntegrationsKlick-Tipp is a simple and effective email marketing tool that can help you boost your business. Whether you are looking to grow your subscriber list, increase engagement or drive sales, we have all the tools and resources you need.
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