When this happens...
Quote RollerNew Proposal
Then do this...
InsightlyCreate Note

Need to make sure all those Quote Roller proposals are included with the rest of your CRM data? This Quote Roller Insightly integration will help track them all for you. Activate it to start watching Quote Roller from then on, triggering with each new proposal and creating a new note on Insightly automatically. Include all the information you want to pass over during setup, and never worry about keeping this data updated from then on!

How It Works

  1. A new proposal is added on Quote Roller
  2. Zapier automatically adds a new note 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!
New Contact

A new contact was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Category

Triggers on a new category

Create Note

Create a new note in your Insightly account.

New Product

Triggers on a new product

Create Note

Creates a new note on a proposal

New Service

Triggers whenever a new service is added to your catalog

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.