Integrate GoSquared with Insightly
Send information between GoSquared and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new live chat message is received in GoSquared.
- Zoho Flow creates a new lead in Insightly.
Create a lead entry in Insightly for each new chat session initiated in GoSquared
GoSquared + Insightly
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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.
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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
