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Scenario: A transportation company creates new customers in Insightly but needed a way to have this information shared with our solution to eliminate the need to enter similar data in our platform.

Solution: An integration between Insightly and our platform enabled the transportation company to automatically have new customers generated in our solution every time they were initially created in Insightly.

Impact: As a result, the transportation company’s saved multiple hours each week by not having to generate new customer data in two different systems each time a new account was created.

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