When was the last time you forgot to complete a task a client asked you to do? I’m embarrassed to admit, it just happened last week. Last week I got an email from a client asking me to do something. At the time, I was completely drowning in things to do so I flagged it and intended to come back to it. 5 days later, I had completely forgotten about this request (shh, don’t tell my clients I forget about them sometimes). That’s when I decided I needed to do a better job of transferring support requests from email to Insightly without the extra time wasted copying and pasting manually.
Automate Email to Insightly Tasks Video Tutorial
In this video tutorial, I will show you how to set up Zapier to automate adding tasks to Insightly by forwarding emails to a special email parser. Sounds complicated, but it’s super easy to set up and I know it will save you a ton of time and prevent you from forgetting about important tasks. Best of all, Zapier is free to use to get started so you can try it out and see how it works for you.
Not sure what a CRM is? Read this article to find out more:
What is CRM and the Top 6 Reasons I chose Insightly
Table of contents:
If you want to skip over parts, please use the time references in the table of contents.
- 00:00 – Introduction
- 01:14 – Necessary Resources
- 01:33 – Setting up Email Parser
- 02:43 – Forward Email to Parser
- 04:17 – Create a Parser Template
- 05:15 – Setting up Zapier
- 07:54 – Connecting Insightly to Zapier
- 08:44 – Creating Insightly Task
- 12:41 – Turn on Your Zap
- 13:48 – Conclusion
Not sure what API is?
Read this article: What is API and how do I use API keys?