Insightly + Tally
Update Insightly leads when new Tally submissions are received
Effortlessly keep your leads up to date with this seamless automation between Tally and Insightly. When a new submission is received in Tally, this workflow instantly updates the corresponding lead in Insightly, ensuring your sales team has the most recent and accurate information at their fingertips. Say goodbye to manual update tasks and improve lead management efficiency with this streamlined solution.
Effortlessly keep your leads up to date with this seamless automation between Tally and Insightly. When a new submission is received in Tally, this workflow instantly updates the corresponding lead in Insightly, ensuring your sales team has the most recent and accurate information at their fingertips. Say goodbye to manual update tasks and improve lead management efficiency with this streamlined solution.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Update Record
Updates a Record
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