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Integrate Gro CRM with Insightly
Send information between Gro CRM and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up tasks in Insightly when new tasks are initiated in Gro CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Insightly whenever a new task is initiated in Gro CRM.
How it works
- The flow triggers when a new task is created in Gro CRM.
- Zoho Flow creates a new task in Insightly.
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Set up tasks in Insightly when new tasks are initiated in Gro CRM
Gro CRM + Insightly
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Build your own integrations between Gro CRM and Insightly
Connect Gro CRM and Insightly with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Gro CRM and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New contact
Triggers when a new contact is created
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New task
Triggers when a new task is created
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New user
Triggers when a new user is added
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New deal
Triggers when a new deal is created
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New Project
Triggers when a new project is created
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New Organization
Triggers when a new organization is created
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New Lead
Triggers when a new lead is created
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New Task
Triggers when a new task is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
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Create account
Creates a new account
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Create contact
Creates a new contact
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Fetch time zone
Fetches the details of a time zone by name
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Fetch contact
Fetches the details of an existing contact by email or name
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Fetch currency
Fetches the details of a currency by name
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Fetch contact type
Fetches the details of an existing contact type by name
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Fetch country
Fetches the details of a country by name
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Fetch user
Fetches the details of an existing user by email
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Create Organization
Creates a new organization
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Create Contact
Creates a new contact
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Create Project
Creates a new project
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Create Task
Creates a new task
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Create Lead
Creates a new lead
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Create Opportunity
Creates a new opportunity
What is Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
Similar apps
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.
Similar apps
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