Start syncing Invoice Ninja and Insightly two-way

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When a custom yes/no field in Invoice Ninja is toggled on, update their description in Insightly
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When contacts are not yet converted leads in Invoice Ninja, merge their contacts data with those of Insightly
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When contacts are owned by a salesperson in Invoice Ninja, match them up to contacts in Insightly
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When contacts are tagged in Invoice Ninja, create them in Insightly
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When contact type is 'warm lead' in Invoice Ninja, keep them in sync with Insightly
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When Invoice Ninja contacts are from a certain region, change their contact owner in Insightly
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When phone numbers are added or updated in Invoice Ninja, apply tags to them in Insightly or remove them too
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When custom attributes are updated in Invoice Ninja, update a custom field in Insightly
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When new contacts are added in Invoice Ninja, update their lead source in Insightly
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No more manual exporting & importing of contact lists. No more inaccurate or missing data.

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Intuitive and straightforward set-up in under 5 min. No coding required. Enterprise level security.

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Help Articles related to syncing Invoice Ninja & Insightly