Insightly + Skool
Create Insightly records from new membership answers in Skool
Do you use Insightly to track new group members and their progress? Then use this template to create Insightly records with members' names and membership answers once they're accepted to a Skool group.
Do you use Insightly to track new group members and their progress? Then use this template to create Insightly records with members' names and membership answers once they're accepted to a Skool group.
- When this happens...Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
- automatically do this!Create Record
Creates a Record
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About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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About Skool
Skool is a simple to use community platform that allows you to put your community, course, and event schedule together in one place.