Spacio
When this happens...
SpacioNew Lead
Then do this...
InsightlyCreate Lead

Exporting lead data from Spacio and importing it again in another system is a thing of the past with this integration. Once this Spacio-Insightly integration is turned on, new Spacio leads going forward are automatically added as new Insightly leads.

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When this happens...
then do this!
New Lead

Triggers when a new lead is created from your open house.

Create Contact

Create a new contact in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Note

Create a new note in your Insightly account.

New Lead

Triggers when a new lead is created from your open house.

Create Project

Creates a new project in your Insightly account.

New Project

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

Create Opportunity

Create a new opportunity in your Insightly account.

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Spacio is a solution which replaces clipboards and unreadable handwriting with a professional sign-in system tailored for open houses.

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.

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