Do you often get new client leads through email? My business is almost 100% referral based which means I get introductions via email all the time. While I love that clients value what I do and want to share it with others, I don’t love having to manually enter new leads into my CRM which is Insightly.
Automate Email to Insightly Leads Video Tutorial
In this video tutorial, I will show you how to set up Zapier to automate adding new leads 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 new leads. 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
- 01:26 – Setting up Email Parser
- 02:40 – Forward Email to Parser
- 04:53 – Create a Parser Template
- 05:46 – Setting up a Zap
- 07:21 – Connecting Insightly to Zapier
- 08:50 – Creating an Insightly Lead
- 11:50 – Turn on your Zap
- 12:56 – Conclusion
Not sure what API is?
Read this article: What is API and how do I use API keys?
Resources Used in This Video: