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Send new SetMore Appointments contacts to Insightly

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Create 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
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Connect Insightly + Setmore Appointments in Minutes

It's easy to connect Insightly + Setmore Appointments and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Contact

A new contact was created in your Insightly account.

New Opportunity

Triggers when a new opportunity is created.

New Project

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

Updated Contact

Triggers when a contact is updated.

Create Appointment

Create a new appointment.

New Lead

Triggers when a new lead is created in your Insightly account.

New Organization

A new organization was created in your Insightly account.

New Task

A new task was created in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Contact

Create a new contact.

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