Insightly + Swapcard Integration

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Swapcard + Insightly Integration

Create Insightly contact from new Swapcard person

Creating an event in Swapcard is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the persons of your event?

The answer is simple. You use this Swapcard - Insightly integration to create a new contact in Insightly for each person who registers for your event through Swapcard. This will help you stay organized and easily keep track of your persons' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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Swapcard + Insightly Integration

Create Insightly task for new Swapcard event

Creating a task in Insightly for every event created in Swapcard can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Swapcard is often used to manage large or multi-day events, having Insightly record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Insightly + Swapcard Integration
1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
  • Swapcard
    Person is created in Swapcard
  • Swapcard
    Event is created in Swapcard
  • Swapcard
    Group is created in Swapcard
2.
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly
  • Swapcard
    Get event by id in Swapcard
  • Swapcard
    Create person in Swapcard
  • Swapcard
    Update person in Swapcard
  • Swapcard
    Deleted person in Swapcard
  • Swapcard
    Get person by id in Swapcard
  • Swapcard
    Search person of an event by email in Swapcard
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