When a new client books an appointment with you via 10to8, automatically turn them into leads in your Insightly account. Don't waste time with manually adding your customers as Insightly leads and reduce time spent with admin as well as mistakes.
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Send new 10to8 customers to Insightly
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
Create leads in Insightly from new 10to8 customers
It's easy to connect 10to8 Online Booking + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new customer is added on your organisation – either when you add the record on your diary, or when the customer requests a booking with you online.
Creates a new Customer in 10to8.
Triggers when a new appointment (with a customer) is scheduled – either when you book it yourself in your 10to8 diary, or when a customer requests the booking on your booking page.
Block off a new range of time in your diary.
Triggers a certain time before or after an appointment with a customer starts. .
Create a new contact in your Insightly account.
A new task was created in your Insightly account.
Create a new task in your Insightly account.
A new contact was created in your Insightly account.
Create a new note in your Insightly account.