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 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
Message delivered
Triggers when a message is delivered successfully
Message sent or received
Triggers when a new message is sent or received
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
Send message
Sends a new text message to the specified phone number, group, or broadcast list.
Add participants to group
Adds the specified participants to an existing group using their phone numbers
Create agent
Creates a new chat agent for the current device
Create contact
Creates a new user contact in the internal contacts agenda of the WhatsApp device connected
Remove participant from group
Removes the specified participants from an existing group by phone number
Revoke group invite
Revokes the specified group invite code
Update contact
Updates the details of an existing contact using WhatsApp contact ID
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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Logic
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Custom functions
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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