When this happens...
Quote RollerNew Contact
Then do this...
InsightlyCreate Contact

An updated contact list is essential for a healthy CRM platform, but that doesn't mean you have to handle the job personally. Setting up this Quote Roller-Insightly integration will save you some time by keeping your lists updated for you. Once it's active, a new contact will be added to Insightly for every new one created on Quote Roller, giving you an automated and hands-off mechanism to populate your records from then on.

How It Works

  1. A new contact is created on Quote Roller
  2. Zapier automatically creates a contact on Insightly

What You Need

  • Quote Roller account
  • Insightly account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
Insightly
New Contact

A new contact was created in your Insightly account.

Insightly
Create Contact

Create a new contact in your Insightly account.

Insightly
New Task

A new task was created in your Insightly account.

Insightly
Create Task

Create a new task in your Insightly account.

Quote Roller
New Category

Triggers on a new category

Insightly
Create Note

Create a new note in your Insightly account.

Quote Roller
New Product

Triggers on a new product

Quote Roller
Create Note

Creates a new note on a proposal

Quote Roller
New Service

Triggers whenever a new service is added to your catalog

Quote Roller
Create Company

Create a company that can be used for proposals

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.

Create polished, professional proposals in minutes.