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Automatically update sales presentations in Google slides based on real-time Insightly CRM data. Latenode’s visual editor and affordable execution-based pricing make dynamic reporting and sales enablement workflows easier to scale and maintain.
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Google slides
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Create a New Scenario to Connect Google slides 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 slides, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google slides or Insightly will be your first step. To do this, click "Choose an app," find Google slides or Insightly, and select the appropriate trigger to start the scenario.
Add the Google slides Node
Select the Google slides node from the app selection panel on the right.
Google slides
Configure the Google slides
Click on the Google slides node to configure it. You can modify the Google slides 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 slides node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
Google slides
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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 slides 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 slides 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 slides
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Google slides, 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 slides and Insightly integration works as expected. Depending on your setup, data should flow between Google slides and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Google Slides + Slack: When a new opportunity is created in Insightly, a presentation template is found or created in Google Slides, and a notification with a link to the presentation is sent to a designated Slack channel to alert the sales team.
Insightly + Google Docs + Google Slides: When an opportunity is updated to closed in Insightly, a Google Docs summary is created, and a Google Slides presentation is created using data from the Insightly opportunity.
About Google slides
Automate Google Slides creation and updates in Latenode. Generate presentations from data, auto-populate templates, and ensure consistent branding across all decks. Trigger flows from new data or events, replacing manual updates and saving time. Use AI to summarize source documents for slides.
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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 slides account to Insightly using Latenode?
To connect your Google slides account to Insightly on Latenode, follow these steps:
Can I automatically create slides from new Insightly leads?
Yes, you can! Latenode lets you automate slide creation from Insightly leads. Save time and maintain consistent branding by automatically generating presentations for each new opportunity.
What types of tasks can I perform by integrating Google slides with Insightly?
Integrating Google slides with Insightly allows you to perform various tasks, including:
Can I use JavaScript to customize the Google slides integration?
Yes! Latenode allows you to use JavaScript for advanced customizations, letting you manipulate data beyond standard options.
Are there any limitations to the Google slides and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: