We're pleased to announce the release of Insightly's WorkFlow Automation feature. Workflow Automation let's you automate a set of actions, predefined by you, that are executed when criteria you specify are met. Actions such as:
- Add a task
- Send an email
- Add a new record (Lead, Contact, Organization, Opportunity, or Project)
- Update a record
With Insightly's Workflow Automation you'll spend less time updating your CRM and more time growing your business.
This feature is available on Insightly's Professional and Enterprise plans.