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Create integrations between Insightly and Close
Create Contact in Close when New or Updated Contact in Insightly
Update Contact in Close when New or Updated Contact in Insightly
Create Task in Close when New or Updated Contact in Insightly
Delete Email in Close when New or Updated Contact in Insightly
Update Call in Close when New or Updated Contact in Insightly
Create Note in Close when New or Updated Contact in Insightly
Create Call in Close when New or Updated Contact in Insightly
Create Contact in Close when New Document Template in Insightly
Update Contact in Close when New Document Template in Insightly
Create Task in Close when New Document Template in Insightly
Actions and Triggers
When this happensTriggers
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
New or Updated Lead
Triggers when new lead is created or updated.
New or Updated Opportunities
Triggers when new opportunity is created or updated.
Do thisActions
Create Record
Creates a Record.
Update Record
Updates a Record
Find Record
Finds an existing Record.
Create Contact
create a contact.
Update Contact
Update an existing contact.
Create Task
Creates a New Task.
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Frequently Asked Questions
About Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn MoreAbout Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn More
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