Integrate Lime Go with Insightful
Send information between Lime Go and Insightful automatically, without writing any code, using Zoho Flow.
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Create a new project in Insightful for every deal won in your Lime Go
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Insightful for every deal successfully closed 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 Insightful.
Create a new project in Insightful for every deal won in your Lime Go
Lime Go + Insightful
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Supported triggers and actions
Integrate Lime Go and Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when the status of a deal is updated to 'won'
Deal status updated
Triggers when the status of a deal is updated
Negative call registered
Triggers when a negative call is registered in a calling list
Customer added
Triggers when the relation for a company is set to 'Is a customer'
Customer lost
Triggers when the relation for a company is set to 'Was a customer'
Deal lost
Triggers when the status of a deal is updated to 'lost'
Company in touch
Triggers when the relation for a company is set to 'Been in touch'
Company being worked on
Triggers when the relation for a company is set to 'Working on it'
Positive call registered
Triggers when a positive call is registered in a calling list
Employee updated
Triggers when the details of an existing employee are updated
Task created
Triggers when a new task is created
Employee created
Triggers when a new employee is created
Project created
Triggers when a new project is created
Team created
Triggers when a new team is created
All Actions - Actions are the automated tasks
Create signal
Creates a new signal
Create task
Creates a new task
Create team
Creates a new team
Create project
Creates a new project
Create employee
Creates a new employee
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Update team
Updates the details of an existing team
Deactivate employee
Deactivates an existing employee
Update task
Updates the details of an existing task
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
Fetch task
Fetches the details of an existing task using ID
Fetch project
Fetches the details of an existing project using ID
Fetch employee
Fetches the details of an existing employee using ID
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 Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
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