Add new Insightly contacts to Microsoft Outlook
When this happensStep 1: New Contact
Then do thisStep 2: Create Contact
Your CRM helps you keep tabs on a constant stream of contacts, but sometimes you want to be able to email a customer a touch more personally. With this Microsoft Outlook & Insightly integration, you can seamlessly connect the two so that whenever a new contact is added to Insightly, their contact info is also added to Microsoft Outlook.
What You Need
- Insightly account
- Microsoft Outlook account