Integrate OnePageCRM with Insightful
Send information between OnePageCRM and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Insightful for every deal won in your OnePageCRM
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Insightful for every deal won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Insightful.
Create a new project in Insightful for every deal won in your OnePageCRM
OnePageCRM + Insightful
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Supported triggers and actions
Integrate OnePageCRM and Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
Project created
Triggers when a new project is created
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
Team created
Triggers when a new team is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create task
Creates a new task
Create project
Creates a new project
Create team
Creates a new team
Create employee
Creates a new employee
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Update team
Updates the details of an existing team
Deactivate employee
Deactivates an existing employee
Update employee
Updates the details of an existing employee
Fetch project
Fetches the details of an existing project using ID
Fetch task
Fetches the details of an existing task using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch team
Fetches the details of an existing team using ID
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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