The Insightly CRM Automation Guide

Avatar
Updated
  1. Introduction
    1. Automation options in Insightly
  2. Automatic Task and Event Creation
    1. What are Pipelines?
    2. How to set up a Pipeline
    3. What are activity sets?
    4. How to set up an activity set
    5. How to clone an activity set
    6. How to apply activity sets
    7. Video: Automating with Pipelines and activity sets
  3. Workflow Automation
    1. Video: Automating with Workflows
    2. Overview of workflow automation
    3. How to configure an automated workflow
    4. Webhooks for workflow automation
    5. Things to keep in mind for workflow automation
Have more questions? Submit a request
Top