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Add new NUACOM incoming calls to as notes on Insightly contacts

  1. When this happensStep 1: New Incoming Call

  2. Then do thisStep 2: Find Contact

  3. Then do thisStep 3: Find Contact

  4. Then do thisStep 4: Create Note

Constantly bouncing back and forth between your phone service and CRM can be a hassle. Luckily, Zapier can help. Once activated, Zapier will add every new incoming NUACOM call as a note to your caller's contact page on Insightly, centralizing your calls and emails conversations in one place.

Note: This Zapier integration only works with existing contacts on your NUACOM phonebook with a contact email address.

How this NUACOM-Insightly integration works

  1. There is a new NUACOM Incoming Call
  2. Zapier adds the call details to your contact profile in Insightly

Apps involved

  • Insightly
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Connect Insightly + NUACOM in Minutes

It's easy to connect Insightly + NUACOM and requires absolutely zero coding experience—the only limit is your own imagination.

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