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How to connect Contacts+ and Insightly
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Insightly will be your first step. To do this, click "Choose an app," find Contacts+ or Insightly, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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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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 Contacts+ 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 Contacts+ 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Contacts+, 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 Contacts+ and Insightly integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and Insightly
Contacts+ + Insightly + Slack: When a new contact is added to Contacts+, a contact is created in Insightly, and a notification is sent to a Slack channel.
Contacts+ + Insightly + Mailchimp: When a new contact is added in Contacts+ and that contact is created in Insightly, the contact is automatically subscribed to a Mailchimp list.
Contacts+ and Insightly integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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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See how Latenode works
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FAQ Contacts+ and Insightly
How can I connect my Contacts+ account to Insightly using Latenode?
To connect your Contacts+ account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Insightly tasks from new Contacts+ contacts?
Yes, you can! Latenode allows you to automatically create Insightly tasks from new Contacts+ contacts. This ensures timely follow-ups, improving customer relationship management.
What types of tasks can I perform by integrating Contacts+ with Insightly?
Integrating Contacts+ with Insightly allows you to perform various tasks, including:
- Create new Insightly contacts from new Contacts+ entries.
- Update Insightly contacts when Contacts+ profiles are modified.
- Sync contact details between Contacts+ and Insightly automatically.
- Trigger Insightly tasks based on events in Contacts+.
- Create Insightly projects when a new Contacts+ contact matches criteria.
How do I handle duplicate contacts when syncing Contacts+ and Insightly?
Latenode lets you use JavaScript code and AI to merge or deduplicate records during sync, ensuring data integrity across both Contacts+ and Insightly.
Are there any limitations to the Contacts+ and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data sync may take time depending on the size of your databases.
- Custom field mapping requires careful setup to ensure data accuracy.
- Complex workflows with extensive data transformation may require JavaScript.
