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Integrate Chaport with Insightly
Send information between Chaport and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a lead in Insightly for every new chat session in Chaport
Instantly capture new lead data in real-time. This flow will set up a new lead in Insightly for each new live chat session in Chaport.
How it works
- The flow triggers when a new chat is started in Chaport.
- Zoho Flow creates a new lead in Insightly.
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Create a lead in Insightly for every new chat session in Chaport
Chaport + Insightly
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Build your own integrations between Chaport and Insightly
Connect Chaport and Insightly 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 Chaport and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Chat finished
Triggers when a chat is finished
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Chat started
Triggers when a new chat is started
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Operator added
Triggers when a new operator is added
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Visitor updated
Triggers when one or more of the following fields - Name, Email address, Phone number, Notes or Consents get updated
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New Task
Triggers when a new task is created
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New Project
Triggers when a new project is created
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New Opportunity
Triggers when a new opportunity is created
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New Lead
Triggers when a new lead is created
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New Organization
Triggers when a new organization is created
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New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Create operator
Creates a new operator
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Create Project
Creates a new project
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Create Contact
Creates a new contact
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Create Lead
Creates a new lead
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Create Task
Creates a new task
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Create Organization
Creates a new organization
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Create Opportunity
Creates a new opportunity
What is Chaport?
Chaport is a customer support live chat application that lets you communicate with your customers instantly, add chat widget to your website and more.
Similar apps
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
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