Add new NUACOM incoming calls to as notes on Insightly contacts
When this happensStep 1: New Incoming Call
Then do thisStep 2: Find Contact
Then do thisStep 3: Find Contact
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
- There is a new NUACOM Incoming Call
- Zapier adds the call details to your contact profile in Insightly