Businessmap and Insightly Integration

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Sync Businessmap project progress to Insightly, automating sales pipeline updates and ensuring your team acts on real-time data. Latenode's visual editor and affordable pay-by-execution pricing make complex workflows simple.

Swap Apps

Businessmap

Insightly

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Businessmap and Insightly

Create a New Scenario to Connect Businessmap 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 Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or Insightly will be your first step. To do this, click "Choose an app," find Businessmap or Insightly, and select the appropriate trigger to start the scenario.

Add the Businessmap Node

Select the Businessmap node from the app selection panel on the right.

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Businessmap

Configure the Businessmap

Click on the Businessmap node to configure it. You can modify the Businessmap URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Businessmap

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#1 Businessmap

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Connect Businessmap

Sign In

Run node once

Add the Insightly Node

Next, click the plus (+) icon on the Businessmap node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.

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Businessmap

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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.

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Businessmap

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Insightly

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#2 Insightly

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Connection *

Select

Map

Connect Insightly

Sign In

Run node once

Configure the Businessmap 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.

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Businessmap

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Insightly

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#2 Insightly

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Map

Connect Insightly

Insightly Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Businessmap and Insightly Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Insightly

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Trigger on Webhook

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Businessmap

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Iterator

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Webhook response

Save and Activate the Scenario

After configuring Businessmap, 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 Businessmap and Insightly integration works as expected. Depending on your setup, data should flow between Businessmap and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Businessmap and Insightly

Businessmap + Insightly + Slack: When a card (representing a project) is moved to a 'Completed' column in Businessmap, this automation updates the corresponding project record in Insightly and sends a notification to a designated Slack channel.

Insightly + Businessmap + Google Sheets: When a new lead is created in Insightly, a related task is automatically created in Businessmap to follow up with the lead, and the lead's information is logged in a Google Sheet for tracking and reporting purposes.

Businessmap and Insightly integration alternatives

About Businessmap

Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.

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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FAQ Businessmap and Insightly

How can I connect my Businessmap account to Insightly using Latenode?

To connect your Businessmap account to Insightly on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Businessmap and click on "Connect".
  • Authenticate your Businessmap and Insightly accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync Businessmap card updates to Insightly projects?

Yes, you can! Latenode allows real-time syncing with advanced logic and custom JavaScript code, ensuring Insightly projects stay updated when Businessmap cards change, streamlining project oversight.

What types of tasks can I perform by integrating Businessmap with Insightly?

Integrating Businessmap with Insightly allows you to perform various tasks, including:

  • Create Insightly projects when new Businessmap boards are created.
  • Update Insightly opportunity stages based on Businessmap card movements.
  • Sync Businessmap card assignees with Insightly contact owners.
  • Generate summary reports in Insightly using Businessmap data.
  • Trigger custom notifications in Latenode based on Businessmap/Insightly interactions.

How does Latenode handle large Businessmap datasets?

Latenode’s architecture efficiently manages large datasets, offering scalable solutions for complex workflows and ensuring seamless data processing from Businessmap.

Are there any limitations to the Businessmap and Insightly integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration might require custom scripting.
  • Complex data transformations may necessitate JavaScript code.
  • API rate limits of Businessmap and Insightly may apply.

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