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 850+ 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.
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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
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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.
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Director, Perth Security Services
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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