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Sync leads between Bigin by Zoho CRM and Insightly for unified sales insights. Latenode's visual editor simplifies complex data transformations and custom logic. Scale your CRM effortlessly at an affordable pay-per-execution price.
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Create a New Scenario to Connect Bigin by Zoho CRM and Insightly
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bigin by Zoho CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bigin by Zoho CRM or Insightly will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Insightly, and select the appropriate trigger to start the scenario.
Add the Bigin by Zoho CRM Node
Select the Bigin by Zoho CRM node from the app selection panel on the right.
Bigin by Zoho CRM
Configure the Bigin by Zoho CRM
Click on the Bigin by Zoho CRM node to configure it. You can modify the Bigin by Zoho CRM 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 Bigin by Zoho CRM node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
Bigin by Zoho CRM
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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 Bigin by Zoho CRM 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 Bigin by Zoho CRM 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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Bigin by Zoho CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Bigin by Zoho CRM, Insightly, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Bigin by Zoho CRM and Insightly integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Insightly + Slack: When a new contact is created in both Bigin and Insightly, indicating a potential duplicate, a notification is sent to a designated Slack channel to alert the sales team.
Insightly + Bigin by Zoho CRM + Google Sheets: When a new lead is created in Insightly or a new contact is created in Bigin, the lead/contact information is added to a Google Sheet for consolidated reporting and analysis.
About Bigin by Zoho CRM
Sync Bigin by Zoho CRM data with other apps in Latenode to automate deal pipelines. Update records, trigger custom actions, and route data based on deal stages. Use visual tools or code for tailored workflows. Automate lead nurturing, task creation, and reporting across your business without complex coding or high per-task costs.
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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 Bigin by Zoho CRM account to Insightly using Latenode?
To connect your Bigin by Zoho CRM account to Insightly on Latenode, follow these steps:
Can I sync new Bigin contacts to Insightly?
Yes, you can! Latenode's visual editor makes it simple to sync new Bigin by Zoho CRM contacts to Insightly automatically, ensuring your data is consistent and up-to-date in both systems.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Insightly?
Integrating Bigin by Zoho CRM with Insightly allows you to perform various tasks, including:
How secure is connecting Bigin by Zoho CRM to Insightly via Latenode?
Latenode uses secure authentication protocols to protect your data when connecting Bigin by Zoho CRM and Insightly. We ensure your credentials are safe.
Are there any limitations to the Bigin by Zoho CRM and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: