Automate Contact Creation in Insightly from Acuity Scheduling Appointments
Automatically create new contacts in Insightly CRM whenever a new appointment is scheduled in Acuity Scheduling, streamlining your client management process.
This workflow automates the process of adding new contacts to Insightly CRM based on appointments scheduled in Acuity Scheduling. By linking these two platforms, you ensure that your CRM is always up-to-date with the latest client interactions, reducing manual data entry and minimizing errors.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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