Can't afford to have mismatched customer information across your services? Put this Braintree Insightly integration to work and it'll maintain everything while active: a new contact will be added to Insightly for every new customer you add on Braintree, bringing in the latest data automatically.
How It Works
- A new customer is added to Braintree
- Zapier automatically adds a new contact to Insightly
What You Need
- Braintree account
- Insightly account
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It's easy to connect Braintree + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when you add a new customer.
Create a new customer.
Triggers when you add a new transaction.
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.
Triggers when a new opportunity is created.
Create a new organization in your Insightly account.
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