Connect and Integrate
Insightly with Pipeliner
Connect Insightly to Pipeliner and watch how much smoother your workflows can become with automation.
Easy Steps to Connect
Insightly and Pipeliner
Select a trigger in Insightly
Choose an event in Insightly like “New event in Insightly,” to set off your automation.
Automate an Action in Pipeliner
Connect your Pipeliner account and select an action like “Take action in Pipeliner” to make your work flow.
Customize the Workflow
Build your Insightly - Pipeliner automations the way you want with an easy-to-use workflow builder tools that suits your needs.
Connect Insightly and Pipeliner
to Automate these Workflows
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About Insightly
Insightly is a CRM and project management tool designed for small and medium-sized businesses. With features like lead tracking, project management, and reporting, Insightly enhances operational efficiency. Its integration capabilities streamline data management, making it an essential tool for organizations looking to improve their sales processes and project management efforts.
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About Pipeliner
Pipeliner is a visual sales management tool that helps sales teams manage their pipeline effectively. With features like activity tracking, forecasting, and reporting, Pipeliner enhances sales performance and visibility. Its user-friendly interface and integration capabilities make it a preferred choice for organizations looking to optimize their sales processes and improve customer engagement.
Learn more