Integrate Insightly with ConvergeHub

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

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

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in ConvergeHub whenever a new contact is added 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 ConvergeHub.
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Create a new contact in ConvergeHub whenever a new contact is created in Insightly

Insightly + ConvergeHub

Build your own integrations between Insightly and ConvergeHub

Connect Insightly and ConvergeHub 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 Insightly and ConvergeHub 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

New contact

Triggers when new contact is created

New event

Triggers when a new event is created

New account

Triggers when a new account is created

New target

Triggers when a new target is created

New lead

Triggers when a new lead 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

Create event

Creates a new event

Create contact

Creates a new contact

Create account

Creates a new account

Create lead

Creates a new lead

Create target

Creates a new target

Update lead

Updates the details of an existing lead

Fetch event

Fetches an existing event by ID

Fetch account

Fetches an existing account by ID

Fetch contact

Fetches an existing contact by ID

Fetch target

Fetches an existing target by ID

Fetch lead

Fetches an existing lead by ID

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 ConvergeHub?

ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.

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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