Ready workflows for Insightly + Smartsheet Integration
Just click on the workflow you want to automate
Create Smartsheet row for new Insightly opportunity
Create Insightly contact for new Smartsheet row
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create Insightly organisation for new Smartsheet row
When Row is added in Smartsheet > Create contact in Insightly > Create contact in Insightly
When Row is added in Smartsheet > Create contact in Insightly > Create lead in Insightly
When Row is added in Smartsheet > Create lead in Insightly > Create contact in Insightly
When Row is added in Smartsheet > Create lead in Insightly > Create lead in Insightly
Create Smartsheet row for new Insightly contact
So go ahead and set up this integration - it will make your life much easier!
When Row is added in Smartsheet > Create contact in Insightly > Create opportunity in Insightly
When Row is added in Smartsheet > Create lead in Insightly > Create opportunity in Insightly
When Row is added in Smartsheet > Check any condition > Create contact in Insightly
When Row is added in Smartsheet > Check any condition > Create lead in Insightly
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Create Your Own Insightly & Smartsheet Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Insightly & Smartsheet
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Integrate Insightly & Smartsheet In 1 Click
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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 IntegrationsSmartsheet makes work smarter, faster and easier. With the largest ecosystem of connected apps, any team can turn data into actionable insight, make smarter decisions, and deliver better business outcomes.
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