How to connect Insightly + join.me
Zapier lets you send info between Insightly and join.me automatically—no code required.
When this happens...
automatically do this!
- Deleted RecordTriggers when a record is deleted.Trigger
- New RecordTriggers when a new record is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when a record is updated.Trigger
- Create RecordCreates a RecordAction
- Update RecordUpdates a RecordAction
- Find RecordFinds an existing RecordAction
- New Upcoming MeetingTriggers when a new meeting is scheduled.Trigger
Schedules a join.me meeting
Starts an (unscheduled) join.me meeting
- Step 1: Authenticate Insightly and join.me.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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.
join.me by LogMeIn is the instant, intuitive online meeting and collaboration solution. With join.me users can share their screens, as well as host/attend audio and video meetings with ease. Integrate join.me into your workflow to save time, and stay connected with with coworkers and clients alike