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
  1. The flow triggers when the status of a deal is updated to 'won' in Lime Go.
  2. Zoho Flow creates a new project in Insightful.
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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

Company being worked on

Triggers when the relation for a company is set to 'Working on it'

Deal lost

Triggers when the status of a deal is updated to 'lost'

Positive call registered

Triggers when a positive call is registered in a calling list

Customer lost

Triggers when the relation for a company is set to 'Was a customer'

Company in touch

Triggers when the relation for a company is set to 'Been in touch'

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'

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 employee

Creates a new employee

Create team

Creates a new team

Create project

Creates a new project

Create task

Creates a new task

Update task

Updates the details of an existing task

Update team

Updates the details of an existing team

Update project

Updates the details of an existing project

Update employee

Updates the details of an existing employee

Deactivate employee

Deactivates an existing employee

Fetch team

Fetches the details of an existing team using ID

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

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.

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.

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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 has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

Siddharth Ahuja

CEO, Fabricroot

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