Integrate GoSquared with Insightly
Send information between GoSquared and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a lead entry in Insightly for each new chat session initiated in GoSquared
Ensure no opportunity is missed by automatically generating a lead from every live chat session. This flow will add a new lead in Insightly each time a new live chat session occurs in GoSquared.
How it works
- The flow triggers when a new live chat message is received in GoSquared.
- Zoho Flow creates a new lead in Insightly.
Create a lead entry in Insightly for each new chat session initiated in GoSquared
GoSquared + Insightly
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Supported triggers and actions
Integrate GoSquared and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New live chat message
Triggers when a new live chat message is received
Traffic spike
Triggers when the number of current online visitors goes above a certain threshold
User enters smart group
Triggers when a user enters the selected smart group
Traffic dip
Triggers when the number of current online visitors falls below a certain threshold
User exits smart group
Triggers when a user exits the selected smart group
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
What is GoSquared?
GoSquared is web analytics, live chat, and customer data platform. You can generate leads, segment users, and track key website metrics in real time.
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
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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
