Integrate GoSquared with Insightly

Send information between GoSquared and Insightly automatically, without writing any code, using Zoho Flow.

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Create a lead entry in Insightly for each new chat session initiated in GoSquared

Ensure no opportunity is missed by automatically generating a lead from every live chat session. This flow will add a new lead in Insightly each time a new live chat session occurs in GoSquared.

How it works
  1. The flow triggers when a new live chat message is received in GoSquared.
  2. Zoho Flow creates a new lead in Insightly.
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Create a lead entry in Insightly for each new chat session initiated in GoSquared

GoSquared + Insightly

Build your own integrations between GoSquared and Insightly

Connect GoSquared and Insightly with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate GoSquared and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Traffic dip

Triggers when the number of current online visitors falls below a certain threshold

New live chat message

Triggers when a new live chat message is received

User exits smart group

Triggers when a user exits the selected smart group

User enters smart group

Triggers when a user enters the selected smart group

Traffic spike

Triggers when the number of current online visitors goes above a certain threshold

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

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

What is GoSquared?

GoSquared is web analytics, live chat, and customer data platform. You can generate leads, segment users, and track key website metrics in real time.

Marketing Automation

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.

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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