When this happens...
Setmore AppointmentsNew Contact
Then do this...
InsightlyCreate Contact

Looking for a way to have your sales workflow kick in as soon as you take down that first meeting? Try this SetMore Appointments Insightly integration to keep your lists organized automatically, creating a new contact on Insightly for every new one you add to SetMore Appointments. Just set it up and we'll take over!

How It Works

  1. A new contact is added on SetMore Appointments
  2. Zapier automatically creates a new contact on Insightly

What You Need

  • SetMore Appointments 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 + Setmore Appointments 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 Contact

Triggers when a contact is created.

Create Note

Create a new note in your Insightly account.

New Project

Triggers when a new project is created within your Insightly account.

New Contact

Create a contact.

New Organization

A new organization was created in your Insightly account.

Create Project

Creates a new project in your Insightly account.

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.

Setmore helps small businesses book appointments online and grow their business every day.