

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

Build your own integrations between OnePageCRM and Insightful
Connect OnePageCRM and Insightful 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 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 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.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >