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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

 
We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Automatically Adding Contact Info to Your CRM From Your Calendar Event

The Problem

A client was consistently having our team enter data to her CRM. The client was using Insightly and wanted every sales lead call scheduled through her Calendly app to be turned into an Insightly contact. This request made sense due to the emails and phone numbers that were collected in the Calendly booking, but manual entry didn’t make sense in terms of saving our team’s time.

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