Send new Quote Roller contacts to Insightly

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
Send new Quote Roller contacts to Insightly
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Create polished, professional proposals in minutes.

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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.

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