Create Practice Ignition clients when new Insightly contacts are created
When this happensStep 1: New Contact
Then do thisStep 2: Create Client
Be ready to create and send a proposal from Practice Ignition immediately after you meet a new contact! With the help of this Inightly-Practice Ignition integration, when a new contact is added in Insightly, a new client is automatically created in Practice Ignition.
How this Insightly-Practice Ignition integration works
- A new contact is created in Insightly
- Zapier creates a new client in Practice Ignition
- Practice Ignition