Integrate LiveChat with Insightly
Send information between LiveChat and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a lead in Insightly whenever a new chat session starts in LiveChat
Guarantee that no lead data is omitted or missed with comprehensive lead capture methods. This flow will add a new lead in Insightly each time a new live chat session occurs in LiveChat.
How it works
- The flow triggers when a new chat is created in LiveChat.
- Zoho Flow creates a new lead in Insightly.
Generate a lead in Insightly whenever a new chat session starts in LiveChat
LiveChat + Insightly
Build your own integrations between LiveChat and Insightly
Connect LiveChat and Insightly with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate LiveChat and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Chat created
Triggers when a new chat is created
Chat ended
Triggers when a chat is ended
Visitor queued
Triggers when a visitor is queued
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
Resume chat
Restarts an archived chat
Close chat
Closes an existing chat
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 LiveChat?
LiveChat is a customer support platform with customization features like themes, engagement graphics, and labels. You can automate greetings, get detailed reports, create tickets, and track visitors easily.
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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
