Integrate Salesflare with Insightful

Send information between Salesflare and Insightful automatically, without writing any code, using Zoho Flow.

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Set up tasks in Insightful when new tasks are initiated in Salesflare

Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Insightful whenever a new task is initiated in Salesflare.

How it works
  1. The flow triggers when a new task is created in Salesflare.
  2. Zoho Flow creates a new task in Insightful.
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Set up tasks in Insightful when new tasks are initiated in Salesflare

Salesflare + Insightful

Build your own integrations between Salesflare and Insightful

Connect Salesflare and Insightful with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesflare and Insightful using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New account

Triggers when a new account is created

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity is created

New task

Triggers when a new task is created

Employee created

Triggers when a new employee is created

Employee updated

Triggers when the details of an existing employee are updated

Project created

Triggers when a new project is created

Team created

Triggers when a new team is created

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Add contact to account

Adds an existing contact to the selected account

Create task

Creates a new task

Create contact

Creates a new contact

Create call

Creates a new call

Create opportunity

Creates a new opportunity

Create meeting

Creates a new meeting

Create account

Creates a new account

Add user to account

Adds an existing user to the selected account

Fetch person

Fetches a person by ID, name, or email

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch user

Fetches a user by ID, name, or email

Create team

Creates a new team

Create project

Creates a new project

Create task

Creates a new task

Create employee

Creates a new employee

Update project

Updates the details of an existing project

Update employee

Updates the details of an existing employee

Deactivate employee

Deactivates an existing employee

Update task

Updates the details of an existing task

Update team

Updates the details of an existing team

Fetch project

Fetches the details of an existing project using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch task

Fetches the details of an existing task using ID

Fetch team

Fetches the details of an existing team using ID

Fetch employee by email address or name

Fetch record by email address or name

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

What is Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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 >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

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CEO, OpIndia

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

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Technical Engineer, Master Liveaboards

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