Integrate Lime Go with Insightly
Send information between Lime Go and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Insightly for every deal won in your Lime Go
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Insightly for every deal won in Lime Go.
How it works
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow creates a new project in Insightly.
Create a new project in Insightly for every deal won in your Lime Go
Lime Go + Insightly
Build your own integrations between Lime Go and Insightly
Connect Lime Go 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 Lime Go and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer lost
Triggers when the relation for a company is set to 'Was a customer'
Customer added
Triggers when the relation for a company is set to 'Is a customer'
Company in touch
Triggers when the relation for a company is set to 'Been in touch'
Deal lost
Triggers when the status of a deal is updated to 'lost'
Deal won
Triggers when the status of a deal is updated to 'won'
Positive call registered
Triggers when a positive call is registered in a calling list
Company being worked on
Triggers when the relation for a company is set to 'Working on it'
Negative call registered
Triggers when a negative call is registered in a calling list
Deal status updated
Triggers when the status of a deal is updated
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 signal
Creates a new signal
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 Lime Go?
Lime Go is a sales tool that helps you keep track of your contacts and collect important information including documents, notes, probability, and history, about your deals.
Similar apps
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
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
