Integrate Insightly with ConvergeHub
Send information between Insightly and ConvergeHub automatically, without writing any code, using Zoho Flow.
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Create a new contact in ConvergeHub whenever a new contact is created in Insightly
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in ConvergeHub 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 ConvergeHub.
Create a new contact in ConvergeHub whenever a new contact is created in Insightly
Insightly + ConvergeHub
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Supported triggers and actions
Integrate Insightly and ConvergeHub using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New target
Triggers when a new target is created
New event
Triggers when a new event is created
New account
Triggers when a new account is created
New lead
Triggers when a new lead is created
New contact
Triggers when 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
Create target
Creates a new target
Create account
Creates a new account
Create event
Creates a new event
Create contact
Creates a new contact
Create lead
Creates a new lead
Update lead
Updates the details of an existing lead
Fetch account
Fetches an existing account by ID
Fetch event
Fetches an existing event by ID
Fetch contact
Fetches an existing contact by ID
Fetch lead
Fetches an existing lead by ID
Fetch target
Fetches an existing target by ID
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 ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
Similar apps
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Custom functions
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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
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
