October 2020

Product Updates

  • Form Handlers - reCAPTCHA: Form Handlers now support recCAPTCHA v3 to help prevent SPAM form submissions. Learn more.
  • Zapier - API: Insightly's Zapier integration has been converted to Insightly's API v3. Learn more.
  • Dynamic Lists - Re-evaluation triggers: Dynamic Lists will now update based on the following criteria:
    • When Insightly automatically examines all Dynamic Lists that are being used in an active Journey, then updates them by reading the latest List settings.

    • When Insightly finds and reviews all other Dynamic Lists.

      Learn more.

  • Quotes - Quote Default Fields: Quotes can now prepopulate the Contact Name and Phone Number fields based on records associated with the Opportunity the Quote was created from. Learn more.

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