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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.
Connect Google Meet and Insightly in minutes with Latenode.
Create Google Meet to Insightly workflow
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Google Meet
Insightly
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Create a New Scenario to Connect Google Meet 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 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.
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.
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.
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.
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.
Set Up the Google Meet 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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Google Meet
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Google Meet, 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 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.
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.
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.
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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 Google Meet account to Insightly using Latenode?
To connect your Google Meet account to Insightly on Latenode, follow these steps:
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:
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: