![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
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
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
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.
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Create a new project in Insightful for every deal won in your OnePageCRM
OnePageCRM + Insightful
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between OnePageCRM and Insightful
Connect OnePageCRM and Insightful with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate OnePageCRM and Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
New pending deal
Triggers when there is a new pending deal
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
New action
Triggers when a new action is created
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
Deal won
Triggers when a deal is won
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
New contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Project created
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Employee created
Triggers when a new employee is created
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Task created
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Team created
Triggers when a new team is created
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
Create note
Creates a new note for the specified contact
![](https://flow-public.nimbuspop.com/flow-apps/onepagecrm.png)
Fetch contact
Fetches the details of an existing contact
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Create team
Creates a new team
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Create employee
Creates a new employee
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Update task
Updates the details of an existing task
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Update project
Updates the details of an existing project
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Update team
Updates the details of an existing team
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Deactivate employee
Deactivates an existing employee
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Update employee
Updates the details of an existing employee
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Fetch project
Fetches the details of an existing project using ID
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Fetch task
Fetches the details of an existing task using ID
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Fetch employee
Fetches the details of an existing employee using ID
![](https://flow-public.nimbuspop.com/flow-apps/insightful.png)
Fetch team
Fetches the details of an existing team using ID
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
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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