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.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
