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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.
Connect Businessmap and Insightly in minutes with Latenode.
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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.
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.
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.
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.
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.
Set Up the Businessmap 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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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.
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.
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.
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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 Businessmap account to Insightly using Latenode?
To connect your Businessmap account to Insightly on Latenode, follow these steps:
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:
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: