Integrate GoSquared with Insightly

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

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Create a lead entry in Insightly for each new chat session initiated in GoSquared

Ensure no opportunity is missed by automatically generating a lead from every live chat session. This flow will add a new lead in Insightly each time a new live chat session occurs in GoSquared.

How it works
  1. The flow triggers when a new live chat message is received in GoSquared.
  2. Zoho Flow creates a new lead in Insightly.
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Create a lead entry in Insightly for each new chat session initiated in GoSquared

GoSquared + Insightly

Build your own integrations between GoSquared and Insightly

Connect GoSquared 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 GoSquared and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

User enters smart group

Triggers when a user enters the selected smart group

New live chat message

Triggers when a new live chat message is received

User exits smart group

Triggers when a user exits the selected smart group

Traffic spike

Triggers when the number of current online visitors goes above a certain threshold

Traffic dip

Triggers when the number of current online visitors falls below a certain threshold

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 Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

What is GoSquared?

GoSquared is web analytics, live chat, and customer data platform. You can generate leads, segment users, and track key website metrics in real time.

Marketing Automation

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.

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.

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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.

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Julien Granjean

CEO, iDAYit

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

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

Siddharth Ahuja

CEO, Fabricroot

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