In this video, 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.
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
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