Integrate Gro CRM with Insightly
Send information between Gro CRM and Insightly automatically, without writing any code, using Zoho Flow.
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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.
Set up tasks in Insightly when new tasks are initiated in Gro CRM
Gro CRM + Insightly
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Supported triggers and actions
Integrate Gro CRM and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New task
Triggers when a new task is created
New user
Triggers when a new user is added
New deal
Triggers when a new deal is created
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 account
Creates a new account
Create contact
Creates a new contact
Fetch time zone
Fetches the details of a time zone by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch currency
Fetches the details of a currency by name
Fetch contact type
Fetches the details of an existing contact type by name
Fetch country
Fetches the details of a country by name
Fetch user
Fetches the details of an existing user by email
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 Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
