Lead acquisition is an important part of the sales process and Insightly can be very helpful to streamline your lead management process. With this Zapier integration, every time a new lead is created in Insightly, Zapier sends this data to Dasheroo. You can now track how the number of new leads from Insightly are trending within a given time period, alongside your other KPIs from email marketing, social media marketing, web analytics and more.
Note: This Zapier integration doesn't import already existing leads from your Insightly CRM, only new leads after you've set it up.
It's easy to connect Insightly + Dasheroo and requires absolutely zero coding experience—the only limit is your own imagination.