Insightly + Setmore Appointments
Create new Setmore Appointments contacts from new records in Insightly
When a new record is added in Insightly, let this automation take care of your contact management in Setmore Appointments. This workflow instantly creates a contact in Setmore Appointments using the data from the new Insightly record, streamlining your data entry process and ensuring efficient, consistent contact creation across your platforms. Experience enhanced communication and seamless client relationship management with this efficient integration.
When a new record is added in Insightly, let this automation take care of your contact management in Setmore Appointments. This workflow instantly creates a contact in Setmore Appointments using the data from the new Insightly record, streamlining your data entry process and ensuring efficient, consistent contact creation across your platforms. Experience enhanced communication and seamless client relationship management with this efficient integration.
- When this happens...New Record
Triggers when a new record is created.
- automatically do this!Create Contact
Create a new contact.
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