Create new Bidsketch clients from new Insightly contacts

Tired of copying contact information over and over throughout your system? That's one of the many things Zapier automation can do effortlessly and without a single error. This one will trigger whenever a new contact is added on Insightly, automatically sending the information to Bidsketch so a matching client can be created every time as a result.

How It Works

  1. A contact is added on Insightly
  2. Zapier automation creates a client on Bidsketch

What You Need

  • Insightly account
  • Bidsketch account
Create new Bidsketch clients from new Insightly contacts
Insightly integration logo

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Bidsketch integration logo

Bidsketch helps you create professional proposals in minutes.

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