Insightly + Setmore Appointments
Insightly + Setmore Appointments
Insightly + Setmore Appointments integrations
Create records in Insightly for new Setmore Appointments contacts
Easily keep track of your clients by connecting Setmore Appointments and Insightly with this automated workflow. When you add a new contact in Setmore Appointments, a record will be created in Insightly, ensuring that all your contact information stays organized and up-to-date. This seamless connection between the two apps saves you time and minimizes manual data entry.
- When this happens...New ContactTriggers when a contact is created.
- automatically do this!Create RecordCreates a Record
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More things you can do with Setmore Appointments and Insightly
Discover other triggers and actions you can use with Setmore Appointments and Insightly
- Appointment Deleted
Triggers when a appointment is deleted.
Try ItTriggerInstant - New Appointment
Triggers when a new appointment is created.
Try ItTriggerInstant - Appointment Updated
Triggers when a appointment is updated.
Try ItTriggerInstant - First NameRequired
- Last Name
- Customer EmailRequired
- Customer Mobile
- Customer Country Code
- Customer Address
- Customer City
- Customer State
- Customer Zip
- Start DateRequired
- End Date
- Notes
ActionWrite
- Delete Contact
Triggers when a contact is deleted.
Try ItTriggerInstant - New Contact
Triggers when a contact is created.
Try ItTriggerInstant - Update Contact
Triggers when a contact is updated.
Try ItTriggerInstant - First NameRequired
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
ActionWrite
About Insightly
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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About Setmore Appointments
Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.
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