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Integrate Insightly with CloudTalk
Send information between Insightly and CloudTalk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Dispatch a welcome message in CloudTalk for newly created contacts in Insightly
Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email in CloudTalk when a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow sends an SMS message in CloudTalk.
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Dispatch a welcome message in CloudTalk for newly created contacts in Insightly
Insightly + CloudTalk
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Create a new contact in CloudTalk when a new contact is created in Insightly
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will add a new contact in CloudTalk for every new contact created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in CloudTalk.
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Create a new contact in CloudTalk when a new contact is created in Insightly
Insightly + CloudTalk
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Generate a new contact in CloudTalk each time a new contact is created in Insightly
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in CloudTalk whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in CloudTalk.
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Generate a new contact in CloudTalk each time a new contact is created in Insightly
Insightly + CloudTalk
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Build your own integrations between Insightly and CloudTalk
Connect Insightly and CloudTalk 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 Insightly and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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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
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Call created
Triggers when a new call of the selected type is created
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Agent created
Triggers when a new agent is created
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Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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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
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Create contact
Creates a new contact
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Create agent
Creates a new agent
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Send SMS
Sends an SMS message
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Add note
Adds a note to an existing contact
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Add activity
Adds an activity to an existing contact
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Update agent
Updates the details of an existing agent
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Update contact
Updates the details of an existing contact
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Fetch contact
Fetches the details of an existing contact using ID or keyword
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 CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
Similar apps
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