Insightly
CRM
n8n Make
CRM and project management platform that integrates Warmr LinkedIn insights for small business social selling
Functies
- Get contacts with project links
- Edit contact and company records
- Add contacts with relationship mapping
- Remove contacts and merge duplicates
- Project and opportunity tracking
Toepassingen
Warmr small business CRM automation
LinkedIn project-based client management
Social selling and project integration
Warmr customer relationship tracking
Aan de Slag
1
Installeer Warmr
Meld je aan bij Warmr en installeer de Chrome-extensie om LinkedIn-data vast te leggen.
2
Kies Je Platform
Stel n8n (self-hosted) of Make (cloud) in als je automatiseringsplatform.
3
Verbind de Integratie
Gebruik Warmr webhooks om je datastroom te verbinden met deze integratie.
4
Automatiseer & Schaal
Configureer triggers en acties om je social selling workflow te automatiseren.