Google Ads integration with Insightly
How to Create records on Insightly for new Google Ads leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create records on Insightly for new Google Ads leads" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Insightly integrations
If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Nekton and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.
Insightly actions
Nekton can use any feature that is available in Insightly API.
Using our advanced AI, you can easily create custom automations for Insightly.
Here are some typical actions you can do in your automated workflows.
Create Record
Creates a Record
Find Record
Finds an existing Record
Update Record
Updates a Record
Deleted Record
Triggers when a record is deleted.
Updated Field on Record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
New Record
Triggers when a new record is created.
About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.