Integrate Freshdesk with Insightly
Send information between Freshdesk and Insightly automatically, without writing any code, using Zoho Flow.
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Create a task in Insightly for new tickets created in Freshdesk
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will create a task in your Insightly for newly generated tickets in Freshdesk.
How it works
- The flow triggers when a new ticket is created in Freshdesk.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly for new tickets created in Freshdesk
Freshdesk + Insightly
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Supported triggers and actions
Integrate Freshdesk and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket note added
Triggers when a note is added to the selected ticket
Ticket created
Triggers when a new ticket is created
Contact updated
Triggers when the details of an existing contact are updated
Ticket updated
Triggers when the details of an existing ticket are updated
Contact created
Triggers when a new contact is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create forum
Creates a new forum in the selected category
Create group
Creates a new group
Create company
Creates a new company
Add notes to ticket
Adds private or public notes to the selected ticket
Create forum category
Creates a new forum category
Update contact
Updates the details of an existing contact
Update ticket
Updates the details of an existing ticket
Update company
Updates the details of an existing company
Fetch ticket
Fetches the details of an existing ticket by requester email address and subject
Fetch ticket priority by ID
Fetches the priority details of a specific ticket by ID
Fetch ticket priority
Fetches the priority details of a specific ticket by label
Fetch contact
Fetches the details of an existing contact by email address, phone number, or mobile number
Fetch group by ID
Fetches the details of an existing group by ID
Fetch agent
Fetches the details of an existing agent by email address, phone number, or mobile number
Fetch company by ID
Fetches the details of an existing company by ID
Fetch ticket status
Fetches the status of a specific ticket by label
Fetch ticket status by ID
Fetches the status of a specific ticket by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch company
Fetches the details of an existing company by domain
Fetch agent by ID
Fetches the details of an existing agent by ID
Fetch ticket by ID
Fetches the details of an existing ticket by ID
Create Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
What is Freshdesk?
Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.
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What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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