Integrate Insightly with ConvergeHub

Send information between Insightly and ConvergeHub automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create a new contact in ConvergeHub whenever a new contact is created in Insightly

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in ConvergeHub whenever a new contact is added in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in ConvergeHub.
+

Create a new contact in ConvergeHub whenever a new contact is created in Insightly

Insightly + ConvergeHub

Build your own integrations between Insightly and ConvergeHub

Connect Insightly and ConvergeHub 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 ConvergeHub 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

New target

Triggers when a new target is created

New account

Triggers when a new account is created

New event

Triggers when a new event is created

New contact

Triggers when new contact is created

New lead

Triggers when a new lead is created

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 event

Creates a new event

Create account

Creates a new account

Create contact

Creates a new contact

Create target

Creates a new target

Create lead

Creates a new lead

Update lead

Updates the details of an existing lead

Fetch event

Fetches an existing event by ID

Fetch target

Fetches an existing target by ID

Fetch lead

Fetches an existing lead by ID

Fetch account

Fetches an existing account by ID

Fetch contact

Fetches an existing contact by ID

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.

What is ConvergeHub?

ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.

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 >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY