Insightly
When this happens...
YouCanBook.MeNew Booking
Then do this...
InsightlyCreate Contact

The relationship is only just beginning when you receive that first booking—so why not kick it off the right way with some Zapier automation? After you turn on this YouCanBook.Me Insightly integration, every new booking you receive on YouCanBook.Me will automatically add the contact to your list on Insightly, making sure that your connections accurately reflect your current business at all times, so you can focus on those customers and their needs.

How It Works

  1. A new booking is added to YouCanBook.Me
  2. Zapier automatically creates a new contact on Insightly

What You Need

  • YouCanBook.Me 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 + YouCanBook.Me 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 Booking

Fires every time someone makes a booking with you through YouCanBook.Me

Create Note

Create a new note in your Insightly account.

Updated (Cancelled) Booking

Fires when you or your user cancels the booking through our system

Create Voucher

Issue a voucher or coupon for one of your profiles. Trigger this action with the correct code whenever you sell a booking voucher to someone. If you have set up vouchers in that profile's settings, the user will then be able to make a booking using it.

Updated (Rescheduled) Booking

Fires whenever a booking is rescheduled through our system

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.

Take bookings online. YouCanBook.me links to your calendar to allow your customers to book your services via the web.

See YouCanBook.Me Integrations