Tag

app integration

Productivity, Tech Tutorials

How to Automate Email to Insightly Leads Easily Using Zapier

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February 20, 2017

Do you often get new client leads through email? 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.

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Tech Terms

What is API and how do I use API keys?

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February 15, 2017

What is API? I get asked this question a lot. I’m here to help you by defining what API is and how you can find an application’s API Key to automate your workflow.

When you meet someone for the first time, there are certain social rules to follow when you are exchanging pleasantries. If a person is standing with his arms across his chest like a bouncer, it’s probably safe to say he’s not interested in small talk and you should avoid any unnecessary chatter. On the other hand, if someone comes up to you with a big grin and gives you a huge hug, you know that person is ready and willing to talk to you and most likely lives in the south. An API is similar to this. API stands for Application Program Interface.

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Productivity, Tech Tutorials

How to Automate Email to Insightly Tasks Easily Using Zapier

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February 13, 2017

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.

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