Import contacts into Insightly automatically.

Sync customer contact details from Setmore to your Insightly CRM database.

setmore insightly calendar page
  • It’s like clockwork

    Keep your CRM in top condition without any manual updates. Let Setmore send customer contact details straight to your chosen Insightly list.

  • Grow your subscriber list

    When an appointment is scheduled through your Booking Page or calendar, customers are onboarded to your email campaigns right away.

  • Get booked from your emails

    Display your custom Booking Page link in your marketing emails and empower subscribers to schedule your services 24/7.

Build your customer database with every new booking.

Insightly is a CRM platform that helps you produce data-driven brand experiences. Activate the Setmore-Insightly integration and let your contacts sync in the background. Customer details for each new appointment are automatically exported to Insightly

Add new customers to your email campaigns and keep them engaged after their first booking.

Connect your calendar with Insightly, import contacts instantly.

  1. Log into Insightly and navigate to Profile > User Settings > API Key. Copy your API key.
  2. In Setmore, head to Apps & Integrations > Insightly and click ‘Activate’
  3. Paste the API key where prompted, then select ‘Continue’.
  4. Choose ‘Contacts’ as the setup trigger and Insightly as the account for your contacts to land in. Click ‘Continue’ to complete the integration.

Need a bit more detail? No problem, check out our Insightly calendar sync integration guide

All aboard!

When appointments are scheduled through your calendar or Booking Page, the customer details are automatically added to your Insightly CRM. It’s a seamless way to grow your contact database.

Contact details from appointments booked through any online channel - including your website, Facebook and emails - are all accounted for.

Turn one-offs into recurring appointments.

It’s straightforward to nurture new customers from their first booking. Keep the conversation going by feeding your contacts into a tailored Insightly email campaign. By reaching out with valuable and relevant content and offers, your latest customers are more likely to re-engage.

Ramp up remarketing.

Keep your services fresh in customers’ minds by staying in touch with them on social media. Simply upload your Setmore-Insightly contact list to Facebook Ad Manager and set up retargeting ads. You can also use your database to create a lookalike audience for your ad campaigns.

Save time updating your Insightly CRM 🏆

You’re covered when it comes to uploading and updating your contacts. Any changes you make to customer profiles in Setmore automatically mirror in Insightly.

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Give your customers a tailored booking experience.


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Make the magic happen, we’ll make sure it happens on time.

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