Integrate Insightly with CallHub

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

Explore prebuilt integration flows to get started

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Create a contact in CallHub each time a contact is created in Insightly

Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in CallHub for new contacts created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in CallHub.
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Create a contact in CallHub each time a contact is created in Insightly

Insightly + CallHub

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Create a new contact in CallHub whenever a new contact is created in Insightly

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in CallHub whenever a new contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in CallHub.
+

Create a new contact in CallHub whenever a new contact is created in Insightly

Insightly + CallHub

Build your own integrations between Insightly and CallHub

Connect Insightly and CallHub 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 Insightly and CallHub using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Note added

Triggers when a new note is added

Agent activated

Triggers when an agent activates their account in your account to make calls

Text message received

Triggers when a new text message is received for an SMS campaign

Transfer digit pressed

Triggers when the transfer digit is pressed for any voice broadcast campaign

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

Create agent

Creates a new agent

Create contact

Creates a new contact

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.

What is CallHub?

CallHub is a voice and SMS service. You can recruit volunteers, use patch-through calls, and run informed campaigns.

Phone/SMS

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.

Learn more >

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

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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