Integrate Gro CRM with Insightful

Send information between Gro CRM and Insightful automatically, without writing any code, using Zoho Flow.

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Create tasks in Insightful as tasks are initiated in Gro CRM

Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Insightful each time a new task is created in Gro CRM.

How it works
  1. The flow triggers when a new task is created in Gro CRM.
  2. Zoho Flow creates a new task in Insightful.
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Create tasks in Insightful as tasks are initiated in Gro CRM

Gro CRM + Insightful

Build your own integrations between Gro CRM and Insightful

Connect Gro CRM and Insightful 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 Gro CRM and Insightful using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

New task

Triggers when a new task is created

New deal

Triggers when a new deal is created

Employee created

Triggers when a new employee is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Team created

Triggers when a new team 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 country

Fetches the details of a country by name

Fetch user

Fetches the details of an existing user by email

Fetch currency

Fetches the details of a currency by name

Fetch contact

Fetches the details of an existing contact by email or name

Fetch contact type

Fetches the details of an existing contact type by name

Create team

Creates a new team

Create employee

Creates a new employee

Create project

Creates a new project

Create task

Creates a new task

Update task

Updates the details of an existing task

Update team

Updates the details of an existing team

Deactivate employee

Deactivates an existing employee

Update project

Updates the details of an existing project

Update employee

Updates the details of an existing employee

Fetch project

Fetches the details of an existing project using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch task

Fetches the details of an existing task using ID

Fetch team

Fetches the details of an existing team using ID

What is Gro CRM?

Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.

CRM

What is Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

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

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

Harnoor Abroll

Technical and Operations Head, TruAct

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