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Create new Insightly contacts for new YouCanBook.Me meetings

  1. When this happensStep 1: New Booking

  2. Then do thisStep 2: Create 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
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Connect Insightly + YouCanBook.Me in Minutes

It's easy to connect Insightly + YouCanBook.Me 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.

InstantNew Booking

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

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.

InstantUpdated (Cancelled) Booking

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

InstantUpdated (Rescheduled) Booking

Fires whenever a booking is rescheduled through our system