Integrations Directory 
Insightly
Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.
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Demo/Free Trial Request
Allow users to request product demos or free trials, signaling strong buying intent.
Module:Sales
Entity:Contact
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Performance Review
Record and evaluate employee performance; can be linked to goals and review cycles.
Module:Human Resources
Entity:Employee
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Payment Request
Request payment from customers or initiate payment to vendors.
Module:Finance & Accounting
Entity:Invoice
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Lead Nurture Workflow
Automatically send follow-up emails or content based on lead behavior.
Module:Marketing
Entity:Marketing Automation / Workflow
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