When this happens...
GrooveCustomer Added
Then do this...
InsightlyCreate Contact

Want to make sure sales also has access to your helpdesk customers? Bring them together by setting up this Groove Insightly integration, after which every new customer you add on Groove will also result in a new contact on Insightly.

How It Works

  1. A new customer is added on Groove
  2. Zapier automatically adds a contact on Insightly

What You Need

  • Groove account
  • Insightly account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Groove + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Customer Added

Triggers when a customer is created.

Create New Ticket

Starts a new ticket for your customer.

Customer Replied

Triggers when a customer replies to a ticket.

Create Contact

Create a new contact in your Insightly account.

Ticket Started

Triggers when a new ticket is created.

Create Task

Create a new task in your Insightly account.

Ticket Tagged

Triggers when a ticket is tagged.

Create Note

Create a new note in your Insightly account.

Ticket Assigned

Triggers when a ticket is assigned.

Reopen Ticket

Changes the state of a ticket to "opened".

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Become a Zapier Integration Partner

The simple helpdesk for SaaS and eCommerce businesses.

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

See Insightly Integrations