Integrate Insightly with ZappHub

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

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Add a new contact in ZappHub whenever a new contact is added in Insightly

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in ZappHub each time a new contact is created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new user contact in the internal contacts agenda of the WhatsApp device connected in ZappHub.
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Add a new contact in ZappHub whenever a new contact is added in Insightly

Insightly + ZappHub

Build your own integrations between Insightly and ZappHub

Connect Insightly and ZappHub 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 ZappHub 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

Message delivered

Triggers when a message is delivered successfully

Message sent or received

Triggers when a new message is sent or received

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 agent

Creates a new chat agent for the current device

Send message

Sends a new text message to the specified phone number, group, or broadcast list.

Create contact

Creates a new user contact in the internal contacts agenda of the WhatsApp device connected

Add participants to group

Adds the specified participants to an existing group using their phone numbers

Revoke group invite

Revokes the specified group invite code

Update contact

Updates the details of an existing contact using WhatsApp contact ID

Remove participant from group

Removes the specified participants from an existing group by phone number

Fetch contact

Fetches the details of an existing contact using WhatsApp ID or phone number

Fetch group invite code

Fetches the invite URL for an existing group

Validate phone number

Validates the specified list of phone numbers, optionally enforcing the country code or local prefix.

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.

What is ZappHub?

ZappHub is a collaborative, web-based live chat solution that allows multiple people to interact with a linked WhatsApp account simultaneously.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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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

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Technical Engineer, Master Liveaboards

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