My client engaged my services to set up an automatic workflow process from the Bizzabo Event Management application to copy event registrations in real time to Insightly CRM and Airtable using Zapier. My contribution included: 1) Designing, programing and testing Zapier with specific criteria to to monitor Bizzabo event registrants and to copy the data to Airtable and to Insightly. 3) Designed views in Airtable to monitor registrants be added in real time according to specific criteria 3) Designed views in Insightly to monitor registrants by year, also in real time. The result was the work of monitoring event registrants was shifted from a manual process to an automatic process.

My client engaged my data management services to optimize Insightly CRM for her insurance business. My contribution included: 1) Re-organizing the contact data into categories for ease of use for contact follow up. 2) The reorganization also included identifying which contacts were to be used for Send Out Cards. The result was the contacts were re-organized in a fashion to allow the insurance agent to more easily understand and access the Insightly CRM data.