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With the integration of and Insightly on Zapier, you can create a new customer record, update the existing description when you need it, and search your record list.

What you need to get started:

● account    

● An Insightly account    

● A Zapier account    

How to set up this integration?

  1. Click the 'Use This Integration' button.
  2. Once you are redirected to the Zapier page, click the “ + Insightly Connect” button.
  3. Sign in to your Zapier and accounts.
  4. Follow the simple steps to set up the integration you like.
  5. End the integration and enable Zap.

You are now ready! You can collect potential customer information with Insightly through the forms you create using and start growing your target audience.