Add new Contacts+ business cards as contacts in Insightly
Effortlessly keep your contact list updated with this Contacts+ to Insightly automation. Whenever a new business card is transcribed in Contacts+, this workflow will create a contact in Insightly, ensuring your connections stay organized and accessible. Save time and maintain accurate contact information with this seamless integration.
Effortlessly keep your contact list updated with this Contacts+ to Insightly automation. Whenever a new business card is transcribed in Contacts+, this workflow will create a contact in Insightly, ensuring your connections stay organized and accessible. Save time and maintain accurate contact information with this seamless integration.
- When this happens...New Business Card Transcribed
Triggers when a business card has been transcribed.
- automatically do this!Create Record
Creates a Record
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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.