Insightly + WiserNotify Integration

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Insightly + WiserNotify Integration

Create WiserNotify contact for new Insightly contact

If you're using Insightly to manage your sales leads, it's important to also use WiserNotify to manage your email marketing.

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 WiserNotify.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Insightly + WiserNotify Integration
1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • WiserNotify
    Subscriber is created in WiserNotify Instant
2.
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • WiserNotify
    Create conversion in WiserNotify
  • WiserNotify
    Create purchase in WiserNotify
  • WiserNotify
    Create review in WiserNotify
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