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Integrate Insightly with Myphoner
Send information between Insightly and Myphoner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Add a new contact in Myphoner when a new contact is added in Insightly
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in Myphoner for new contacts created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new lead in Myphoner.
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Add a new contact in Myphoner when a new contact is added in Insightly
Insightly + Myphoner
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Build your own integrations between Insightly and Myphoner
Connect Insightly and Myphoner with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Myphoner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Organization
Triggers when a new organization is created
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New Contact
Triggers when a new contact is created
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New Task
Triggers when a new task is created
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New Project
Triggers when a new project is created
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New Opportunity
Triggers when a new opportunity is created
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New Lead
Triggers when a new lead is created
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Lead lost
Triggers when a lead is marked as loser
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Lead won
Triggers when a lead is marked as winner
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New call back
Triggers when a lead is marked for call back
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Archived lead
Triggers when a lead is archived
All Actions - Actions are the automated tasks
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Create Task
Creates a new task
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Create Organization
Creates a new organization
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Create Opportunity
Creates a new opportunity
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Create Project
Creates a new project
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Create Contact
Creates a new contact
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Create Lead
Creates a new lead
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Create lead
Creates a new lead
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Mark lead as loser
Marks the specified lead as loser
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Mark lead for call back
Marks the specified lead for a call back
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Update lead
Updates the details of an existing lead
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Mark lead as winner
Marks the specified lead as winner
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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What is Myphoner?
Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.
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