Create new notes on Insightly for new proposals on Quote Roller

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
Create new notes on Insightly for new proposals on Quote Roller
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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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