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
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A new contact was created in your Insightly account.
Create a new contact in your Insightly account.
A new task was created in your Insightly account.
Create a new task in your Insightly account.
Triggers when there is a new call (includes incoming, outgoing for answered and missed).
Create a new note in your Insightly account.
Triggers when a new outgoing call is made (includes answered and unanswered calls).
Create a new organization in your Insightly account.
Triggers when a new incoming call is received (includes answered and missed calls).
Create a new opportunity in your Insightly account.