Integrate LiveChat with Insightly
Send information between LiveChat and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a lead in Insightly whenever a new chat session starts in LiveChat
Guarantee that no lead data is omitted or missed with comprehensive lead capture methods. This flow will add a new lead in Insightly each time a new live chat session occurs in LiveChat.
How it works
- The flow triggers when a new chat is created in LiveChat.
- Zoho Flow creates a new lead in Insightly.
Generate a lead in Insightly whenever a new chat session starts in LiveChat
LiveChat + Insightly
Build your own integrations between LiveChat and Insightly
Connect LiveChat and Insightly with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate LiveChat and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Chat ended
Triggers when a chat is ended
Visitor queued
Triggers when a visitor is queued
Chat created
Triggers when a new chat is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Resume chat
Restarts an archived chat
Close chat
Closes an existing chat
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
What is LiveChat?
LiveChat is a customer support platform with customization features like themes, engagement graphics, and labels. You can automate greetings, get detailed reports, create tickets, and track visitors easily.
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.
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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.
Learn more >Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.
Ferdinando Ploschberger
Business Controller & Process Transformation Manager, Innoliving
Zoho Flow has integrated our apps as well as teams, helping us improve our efficiency and productivity by eliminating manual work. In addition, it has helped us create a flexible working environment capable of adapting to business growth.
Canh Tran Le
Operations Collaborator, Syncify
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Relay Inc.
