Popular Insightly + Appointlet Workflows
Create Insightly opportunity for new Appointlet event
But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Appointlet, it will trigger a corresponding opportunity creation in Insightly.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Create Insightly task for new Appointlet event
With the help of this integration, when an event is created, a task will be automatically created in Insightly and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
When Booking is received in Appointlet > Check any condition > Create contact in Insightly
When Booking is received in Appointlet > Check any condition > Create lead in Insightly
When Booking is received in Appointlet > Check any condition > Create opportunity in Insightly
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You Can Also Integrate Insightly & Appointlet With 1100+ Other Apps
Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
See Insightly IntegrationsAppointlet is a simple and easy-to-use appointment scheduling Google Calendar plugin, that displays availability right on your website, allowing your customers to schedule appointments with you in just a few clicks.
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