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
Build your own integrations between Gro CRM and 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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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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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
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Technical Engineer, Master Liveaboards
