Connect Happierleads and Insightly CRM integrations
Connect Happierleads and Insightly CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Happierleads and Insightly CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Watches for new leads.
Creates a new object of a selected type.
Retrieves an object by its ID and type.
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Build your Happierleads and Insightly CRM integrations.
Create custom Happierleads and Insightly CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new object of a selected type.
Retrieves an object by its ID and type.
Watches for new leads.
Triggers when a new object of a selected type is created.
Popular Happierleads and Insightly CRM workflows.
Looking to get more out of Happierleads and Insightly CRM? With Make you can visually integrate Happierleads and Insightly CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new users into LinkedIn Matched Audiences. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Upload a new LinkedIn Offline Conversion from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new offline conversions to LinkedIn. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Create SmartReach.io prospects for new Insightly CRM leads
Make will watch your Insightly CRM leads at regular intervals and create identical SmartReach.io prospects.
TRY IT ->Save new leads generated by Happierleads to a Google Sheets spreadsheet
Every time a new lead is generated by Happierleads, Make will automatically save this lead to a Google Sheets spreadsheet. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/18IZrU8_TiP4V0s2L_ahtDptVVyMweNSzB4Ub02sjgHg/edit?usp=sharing).
TRY IT ->Add new Happierleads to ActiveCampaign as contacts
Every time a new lead is generated by Happierleads, Make will automatically add this lead to ActiveCampaign as a contact.
TRY IT ->Send Telegram messages for new leads generated by Happierleads
Every time a new lead is generated by Happierleads, Make will automatically send a Telegram message to a specified channel.
TRY IT ->Send Gmail emails to new leads generated by Happierleads
Every time a new lead is generated by Happierleads, Make will automatically send a Gmail message to this lead.
TRY IT ->Add new leads by Happierleads to Mailchimp as subscribers
Every time a new lead is generated by Happierleads, Make will automatically create or update a subscriber in Mailchimp.
TRY IT ->Add Insightly CRM leads to Constant Contact
Use this template to automatically create a Constant Contact contact when an Insightly CRM lead is created.
TRY IT ->
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