Insightly

Project Management

Zoho CRM

CRM (Customer Relationship Management)

Integrations Insightly Zoho CRM

Create integrations between Insightly and Zoho CRM

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Search a record in Zoho-crm when New or Updated Contact in Insightly

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Update a lead in Zoho-crm when New or Updated Contact in Insightly

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Create a Note in Zoho-crm when New or Updated Contact in Insightly

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Create a lead in Zoho-crm when New or Updated Contact in Insightly

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Search a record in Zoho-crm when New Document Template in Insightly

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Update a lead in Zoho-crm when New Document Template in Insightly

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Create a Note in Zoho-crm when New Document Template in Insightly

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Create a lead in Zoho-crm when New Document Template in Insightly

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Search a record in Zoho-crm when New Email in Insightly

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Update a lead in Zoho-crm when New Email in Insightly

Actions and Triggers

Triggers

New or Updated Contact

Triggers when a new contact is created or updated.

New Document Template

Triggers when new document template is created.

New Email

Triggers when new email is send.

New or Updated Event

Trigger when a event is created or updated.

New or Updated Lead

Triggers when new lead is created or updated.

New or Updated Opportunities

Triggers when new opportunity is created or updated.

Actions

Create Record

Creates a Record.

Update Record

Updates a Record

Find Record

Finds an existing Record.

Search a record

Search a record in a module

Update a lead

Update an existing lead by its id

Create a Note

Create a note in the selected module

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Insightly

Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.

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About Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

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