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insightly

Productivity, Tech Terms

What is CRM and the Top 6 Reasons I chose Insightly

A few years ago, I decided to ramp up my efforts to connect with my clients by sending a thank you gift after completing a major project. I tried various ways of keeping track of who had received a gift so that, you know, I didn’t send one a week later because I couldn’t remember if I had sent it or not. But no matter what I tried, I couldn’t find a solution that made it easy to track my client interactions. The number of clients I was juggling at one time was also increasing steadily to the point where I was lying awake at night running through a mental list of every project and where the project was in the pipeline and what tasks I needed to accomplish the next day.

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Productivity, Tech Tutorials

How to Automate Email to Insightly Leads Easily Using Zapier

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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Productivity, Tech Tutorials

How to Automate Email to Insightly Tasks Easily Using Zapier

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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