Integrate Lime Go with Insightly
Send information between Lime Go and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Insightly for every deal won in your Lime Go
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Insightly for every deal won in Lime Go.
How it works
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow creates a new project in Insightly.
Create a new project in Insightly for every deal won in your Lime Go
Lime Go + Insightly
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Supported triggers and actions
Integrate Lime Go and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Positive call registered
Triggers when a positive call is registered in a calling list
Company in touch
Triggers when the relation for a company is set to 'Been in touch'
Deal won
Triggers when the status of a deal is updated to 'won'
Deal status updated
Triggers when the status of a deal is updated
Negative call registered
Triggers when a negative call is registered in a calling list
Deal lost
Triggers when the status of a deal is updated to 'lost'
Customer lost
Triggers when the relation for a company is set to 'Was a customer'
Company being worked on
Triggers when the relation for a company is set to 'Working on it'
Customer added
Triggers when the relation for a company is set to 'Is a customer'
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 signal
Creates a new signal
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 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.
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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
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