Integrate Insightly with CallHub
Send information between Insightly and CallHub automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in CallHub each time a contact is created in Insightly
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in CallHub for new contacts created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in CallHub.
Create a contact in CallHub each time a contact is created in Insightly
Insightly + CallHub
Create a new contact in CallHub whenever a new contact is created in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in CallHub whenever 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 contact in CallHub.
Create a new contact in CallHub whenever a new contact is created in Insightly
Insightly + CallHub
Build your own integrations between Insightly and CallHub
Connect Insightly and CallHub 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 Insightly and CallHub using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
Note added
Triggers when a new note is added
Agent activated
Triggers when an agent activates their account in your account to make calls
Text message received
Triggers when a new text message is received for an SMS campaign
Transfer digit pressed
Triggers when the transfer digit is pressed for any voice broadcast campaign
All Actions - Actions are the automated tasks
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create agent
Creates a new agent
Create contact
Creates a new contact
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 CallHub?
CallHub is a voice and SMS service. You can recruit volunteers, use patch-through calls, and run informed campaigns.
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.
Learn more >
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 deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
