Create Practice Ignition clients when new Insightly contacts are created

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

  1. A new contact is created in Insightly
  2. Zapier creates a new client in Practice Ignition

Apps involved

  • Insightly
  • Practice Ignition
Create Practice Ignition clients when new Insightly contacts are created
Insightly integration logo

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Practice Ignition integration logo

Practice Ignition is everything you need to create winning proposals, get paid and manage your growing client base.

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