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How do you streamline your workflow in Insightly?
If your business has to process and manage the expectations of many clients daily, Insightly is a valuable part of your office workflow. With this CRM tool, you can collect contact information for leads and improve your customer experience. Yet, working with a CRM like Insightly still means a lot of monotonous manual work that takes time. To elevate your experience with Insightly and manage more with it, you can streamline your workflow with the help of airSlate automation Bots created for this platform.
How do Insightly automation Bots work?
airSlate automation Bots are software that works like extensions for your platform. In their work, they integrate with the process of your choice and perform it automatically following a simple ‘if-this-then-that’ principle. Once your setup conditions are met, the Bots act. Here are the Bots that will help you to enhance your workflow:
  • Create Insightly Records Bot;
  • Update Insightly Records Bot;
  • Export to Insightly Bot;
  • Pre-fill from Insightly Records Bot.
How do you get Insightly record creation automated?
You really don’t need to manually create records every time you collect new data. Install and run the Create Insightly Records Bot if you want to make this process run by itself. When this Bot is active, it will create a Record in your designated Insightly location once a new document is submitted.
How do you export data to Insightly automatically?
You don’t have to spend time copying information from your documents to your Insightly Records, as the Export to Insightly Bot can do it automatically. Link your files and collected data on orders or quotes, and the Bot will effortlessly transfer them into the Record of your choice.
How do you set automation to update your Insightly records?
Keeping all Records up-to-date is hands-free when you have the Update Insightly Records Bot by airSlate working on it. Get your customer information and product description updated automatically once any new related data is submitted in a specified document.
How do you pre-fill documents from Insightly automatically?
Turn your data into invoices, contracts, and proposals in no time. Install and run the Pre-fill from Insightly Records Bot to automatically populate your document templates with dedicated information from your CRM to save time and ensure data accuracy.
Do I need any training to configure Insightly Bots?
All airSlate Bots are accessible and adjustable in a straightforward and user-friendly interface. You need neither coding skills nor a technical specialist to wrap your head around their settings. If you want to learn more about how Bots work and the benefits they provide, take any brief interactive course of your liking at airSlate Academy.