Insightly CRM + Integración Hipcall
Insightly es una plataforma de gestión de proyectos dirigida a empresas de tamaño medio en crecimiento para rastrear relaciones, administrar sus contactos, organizar proyectos y más. Esto ayuda a construir relaciones con los clientes de forma segura, administrar todos sus datos de clientes, entregar proyectos y acelerar las ventas a tiempo cada vez.
Cuando esto sucede (Triggers)
Hacer esto (Acciones)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
New Contact
Triggers when a new contact is added
Triggers when a new contact is added
New Lead
Triggers when a new lead is created
Triggers when a new lead is created
New Opportunity
Triggers when a new opportunity is created
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
Triggers when a new organization is created
New Project
Triggers when a new project is created
Triggers when a new project is created
New Task
Triggers when a new task is created
Triggers when a new task is created
Updated Contact
Triggers when a contact is updated
Triggers when a contact is updated
Opportunity Created or Updated
Triggers when a opportunity is created or existing opportunity is updated.
Triggers when a opportunity is created or existing opportunity is updated.
Project Created or Updated
Triggers when a project is created or existing project is updated.
Triggers when a project is created or existing project is updated.
Lead Created or Updated
Triggers when a lead is created or existing lead is updated.
Triggers when a lead is created or existing lead is updated.
Add a Contact
Adds a new contact to your account.
Adds a new contact to your account.
Add a Lead
Adds a new lead.
Adds a new lead.
Create a Project
Creates a new project and assign it to the responsible user.
Creates a new project and assign it to the responsible user.
Add an Opportunity
Adds a new opportunity and assign it to the responsible user.
Adds a new opportunity and assign it to the responsible user.
Add an Organisation
Adds a new organization.
Adds a new organization.
Add a Task
Adds a new task and assign it to the user.
Adds a new task and assign it to the user.
Search Contact By Email Id
Search a contact by email id.
Search a contact by email id.
Update a Contact
Updates an existing contact to your account.
Updates an existing contact to your account.
Update an Opportunity
Updates a existing opportunity and assign it to the responsible user.
Updates a existing opportunity and assign it to the responsible user.
Update a Project
Creates a new project and assign it to the responsible user.
Creates a new project and assign it to the responsible user.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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