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Automatically update Insightly deals and contacts based on ActiveCampaign engagement, closing sales faster. Latenode's visual editor and affordable pricing empower teams to build powerful sales automations without code, while scaling affordably via usage-based billing.
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Create a New Scenario to Connect ActiveCampaign and Insightly
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ActiveCampaign, triggered by another scenario, or executed manually (for testing purposes). In most cases, ActiveCampaign or Insightly will be your first step. To do this, click "Choose an app," find ActiveCampaign or Insightly, and select the appropriate trigger to start the scenario.
Add the ActiveCampaign Node
Select the ActiveCampaign node from the app selection panel on the right.
ActiveCampaign
Configure the ActiveCampaign
Click on the ActiveCampaign node to configure it. You can modify the ActiveCampaign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Insightly Node
Next, click the plus (+) icon on the ActiveCampaign node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
ActiveCampaign
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Insightly
Authenticate Insightly
Now, click the Insightly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Insightly settings. Authentication allows you to use Insightly through Latenode.
Configure the ActiveCampaign and Insightly Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the ActiveCampaign and Insightly Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Insightly
Trigger on Webhook
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ActiveCampaign
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ActiveCampaign, Insightly, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the ActiveCampaign and Insightly integration works as expected. Depending on your setup, data should flow between ActiveCampaign and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
ActiveCampaign + Insightly + Slack: When a contact is updated in both ActiveCampaign and Insightly, the automation checks for matching email addresses. If the email exists, a notification is sent to a designated Slack channel alerting the sales team about the contact update.
Insightly + ActiveCampaign + Google Sheets: When a new contact is created in Insightly, it is synced to ActiveCampaign. Then, the new contact's information is logged into a Google Sheet for reporting purposes.
About ActiveCampaign
Automate ActiveCampaign tasks within Latenode for streamlined marketing. Trigger campaigns based on data from any source, not just forms. Sync contacts, segment lists, and personalize emails using Latenode’s visual editor and built-in data transformation tools. Connect to CRMs or databases for smarter, automated customer journeys without complex coding.
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About Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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How can I connect my ActiveCampaign account to Insightly using Latenode?
To connect your ActiveCampaign account to Insightly on Latenode, follow these steps:
Can I automatically update Insightly contacts from ActiveCampaign?
Yes, you can! Latenode allows real-time contact synchronization between ActiveCampaign and Insightly. This ensures consistent data across your sales and marketing efforts, improving efficiency.
What types of tasks can I perform by integrating ActiveCampaign with Insightly?
Integrating ActiveCampaign with Insightly allows you to perform various tasks, including:
Howsecureisdata transferbetweenActiveCampaignandInsightly?
Latenode uses secure protocols for all data transfers. You can also use custom JavaScript blocks for enhanced encryption and control over your data flow.
Are there any limitations to the ActiveCampaign and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: