Send new 10to8 customers to Insightly
When this happensStep 1: New Customer
Then do thisStep 2: Create Contact
Automatically add new 10to8 customers to Insightly, as well as their accompanying contact info. Sync your appointment management and CRM to streamline systems.
Note: This integration doesn't import already existing 10to8 customers into Insightly, only new ones after you've set it up.
How It Works
- You create a new customer in 10to8, OR you book a 10to8 appointment with a new customer, OR a new customer requests to book with you on your public 10to8 booking page
- Zapier automatically sends the customer's contact details to Insightly
What You Need
- 10to8 account
- Insightly account