Insightly & 10to8 Appointment Scheduling Service Integration
About Insightly integration
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.
With 10to8 free online booking system, you can seamlessly integrate with Insightly via Zapier. Select triggers and actions, it is really that simple!
Automatically add new 10to8 customers to Insightly, as well as their accompanying contact info. Sync your appointment scheduling software and CRM to streamline systems.
With this integration set up, you will also be able to add notes to Insighlty for example when a new customer appears in your 10to8 account or when a booking happens through your online booking page.