Google Meet and Insightly Integration

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Automatically create Insightly contacts or update records after each Google Meet call. Latenode's visual editor and affordable execution pricing make it easy to build powerful, customized workflows that scale.

Swap Apps

Google Meet

Insightly

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Meet and Insightly

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

Add the Google Meet Node

Select the Google Meet node from the app selection panel on the right.

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Google Meet

Configure the Google Meet

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

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Google Meet

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Connect Google Meet

Sign In

Run node once

Add the Insightly Node

Next, click the plus (+) icon on the Google Meet 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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Google Meet

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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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Google Meet

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Insightly

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Connect Insightly

Sign In

Run node once

Configure the Google Meet 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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Insightly Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Google Meet 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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Save and Activate the Scenario

After configuring Google Meet, 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 Google Meet and Insightly integration works as expected. Depending on your setup, data should flow between Google Meet 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 Google Meet and Insightly

Google Meet + Insightly + Slack: When a Google Meet recording is available, find the associated contact in Insightly using the meeting details. Then, update the contact's record in Insightly with a link to the meeting recording and notify the team in Slack.

Insightly + Calendly + Google Meet: When an opportunity reaches a specific stage in Insightly (e.g., 'Negotiation'), automatically schedule a follow-up Google Meet via Calendly to keep the deal moving forward.

Google Meet and Insightly integration alternatives

About Google Meet

Automate Google Meet within Latenode workflows. Schedule meetings based on triggers, automatically generate invites after form submissions, or record & transcribe calls, saving time and ensuring consistent follow-up. Connect Meet to CRMs or project tools for streamlined task management. Simplify repetitive scheduling and meeting-related tasks.

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 Google Meet and Insightly

How can I connect my Google Meet account to Insightly using Latenode?

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

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

Can I automatically create Insightly contacts from Google Meet attendees?

Yes, with Latenode, you can automate contact creation in Insightly based on Google Meet attendance. This streamlines your workflow and ensures no lead is missed, enhancing your sales efforts.

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

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

  • Create Insightly tasks from Google Meet meeting recordings.
  • Log Google Meet call details automatically in Insightly.
  • Update Insightly opportunity stages based on meeting outcomes.
  • Send follow-up emails via Insightly after Google Meet sessions.
  • Trigger automated workflows based on attendee participation.

Can I use advanced logic for Google Meet automation on Latenode?

Yes, Latenode offers advanced logic capabilities, allowing complex, branching automation based on meeting details and attendee data, enabling highly customized workflows.

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

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

  • Real-time data synchronization may experience slight delays.
  • Complex workflows require a solid understanding of both apps.
  • File size limitations may apply to meeting recordings.

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