Integrate Insightly with CallHub

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

Explore prebuilt integration flows to get started

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Create a contact in CallHub each time a contact is created in Insightly

Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in CallHub for new contacts created in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in CallHub.
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Create a contact in CallHub each time a contact is created in Insightly

Insightly + CallHub

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Create a new contact in CallHub whenever a new contact is created in Insightly

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in CallHub whenever 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 contact in CallHub.
+

Create a new contact in CallHub whenever a new contact is created in Insightly

Insightly + CallHub

Build your own integrations between Insightly and CallHub

Connect Insightly and CallHub 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 Insightly and CallHub using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Contact

Triggers when a new contact is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

Note added

Triggers when a new note is added

Transfer digit pressed

Triggers when the transfer digit is pressed for any voice broadcast campaign

Text message received

Triggers when a new text message is received for an SMS campaign

Agent activated

Triggers when an agent activates their account in your account to make calls

All Actions - Actions are the automated tasks

Create Lead

Creates a new lead

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Task

Creates a new task

Create contact

Creates a new contact

Create agent

Creates a new agent

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 CallHub?

CallHub is a voice and SMS service. You can recruit volunteers, use patch-through calls, and run informed campaigns.

Phone/SMS

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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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 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

Rahul Roushan

CEO, OpIndia

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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