How to connect Add to Calendar PRO with Insightly
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.
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.
Integrate Insightly with Add to Calendar PRO to seamlessly manage client interactions and events. Automatically log RSVPs, create events for new deals, and keep your CRM data up to date.
Integration Examples
Log RSVPs
Automatically add a note or activity to a contact in Insightly when they RSVP to an event.
Create events from deals
When a deal reaches a certain stage in Insightly, automatically create a kickoff event in Add to Calendar PRO.
Update contact info
If a user provides new details during RSVP, automatically update their contact record in Insightly.
How to connect Add to Calendar PRO with Insightly
- Create a Zapier account if needed.
- Connect Add to Calendar PRO with the API key generated in the application.
- Create a Zap and choose Add to Calendar PRO or Insightly as the trigger.
- Choose the next action, test the Zap, then activate it.