Integrate Insightly with ZappHub
Send information between Insightly and ZappHub automatically, without writing any code, using Zoho Flow.
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Add a new contact in ZappHub whenever a new contact is added in Insightly
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in ZappHub each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new user contact in the internal contacts agenda of the WhatsApp device connected in ZappHub.
Add a new contact in ZappHub whenever a new contact is added in Insightly
Insightly + ZappHub
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Supported triggers and actions
Integrate Insightly and ZappHub using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Message sent or received
Triggers when a new message is sent or received
Message delivered
Triggers when a message is delivered successfully
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
Create agent
Creates a new chat agent for the current device
Send message
Sends a new text message to the specified phone number, group, or broadcast list.
Create contact
Creates a new user contact in the internal contacts agenda of the WhatsApp device connected
Add participants to group
Adds the specified participants to an existing group using their phone numbers
Remove participant from group
Removes the specified participants from an existing group by phone number
Update contact
Updates the details of an existing contact using WhatsApp contact ID
Revoke group invite
Revokes the specified group invite code
Validate phone number
Validates the specified list of phone numbers, optionally enforcing the country code or local prefix.
Fetch group invite code
Fetches the invite URL for an existing group
Fetch contact
Fetches the details of an existing contact using WhatsApp ID or phone number
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
What is ZappHub?
ZappHub is a collaborative, web-based live chat solution that allows multiple people to interact with a linked WhatsApp account simultaneously.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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