Integrate Zoho Meeting with Insightly

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

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Supported triggers and actions

Integrate Zoho Meeting and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Webinar started

Triggers when a webinar has started

Member removed from webinar

Triggers when a member is removed from the selected webinar

Meeting updated

Triggers when a meeting is updated

Meeting started

Triggers when a meeting has started

Registrant added

Triggers when a participant is registered for the selected webinar

Meeting recording uploaded

Triggers when the recording of a meeting is uploaded

Meeting created

Triggers when a meeting is created

Member joined for webinar

Triggers when a new member has joined the selected webinar

Poll answered

Triggers when a poll is answered in the selected webinar

Webinar ended

Triggers when a webinar has ended

Webinar recording uploaded

Triggers when the recording of a webinar is uploaded

Webinar created

Triggers when a new webinar is created

Meeting canceled

Triggers when a meeting is cancelled

Webinar canceled

Triggers when a webinar is canceled

Meeting ended

Triggers when a meeting is completed

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

All Actions - Actions are the automated tasks

Schedule webinar

Schedules a new webinar

Schedule meeting

Schedules a new meeting

Add registrant

Adds a new registrant

Update webinar

Updates the details of an existing webinar

Update meeting

Updates the details of an existing meeting

Fetch meeting report

Fetches the report of the specified meeting

Fetch webinar

Fetches the details of an existing webinar

Fetch meeting

Fetches the details of an existing meeting

Create Task

Creates a new task

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Event

Creates a new event

What is Zoho Meeting?

Zoho Meeting is a secure online meeting platform and webinar solution that helps people find new ways to collaborate and work remotely with efficacy.

Video Calls Webinars Zoho

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.

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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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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