Bypass your inbox, auto-assign tasks, and trigger actions in your other apps. Lets put your CRM data to work.
Think about how much more productive you would be if a single action taken in your CRM could trigger a cascade of multi-step process workflows that automatically updated important records and set in motion a series of reactions to drive your business forward. With Insightly’s Workflow Automation, you can:
- Send email alerts and auto-complete templates
- Create and auto-update records
- Auto-create tasks for others when a deal is won
- Synch with other systems, eg. SAP, Oracle, etc.