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Enrich Insightly leads with AI: Perplexity insights. Latenode simplifies lead qualification by automating AI-powered research and data enrichment, reducing manual effort and boosting sales effectiveness at a lower cost.
Connect Insightly and AI: Perplexity in minutes with Latenode.
Create Insightly to AI: Perplexity workflow
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Create a New Scenario to Connect Insightly and AI: Perplexity
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 Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or AI: Perplexity will be your first step. To do this, click "Choose an app," find Insightly or AI: Perplexity, and select the appropriate trigger to start the scenario.
Add the Insightly Node
Select the Insightly node from the app selection panel on the right.
Insightly
Configure the Insightly
Click on the Insightly node to configure it. You can modify the Insightly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the AI: Perplexity Node
Next, click the plus (+) icon on the Insightly node, select AI: Perplexity from the list of available apps, and choose the action you need from the list of nodes within AI: Perplexity.
Insightly
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AI: Perplexity
Authenticate AI: Perplexity
Now, click the AI: Perplexity node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI: Perplexity settings. Authentication allows you to use AI: Perplexity through Latenode.
Configure the Insightly and AI: Perplexity 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 Insightly and AI: Perplexity Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
AI: Perplexity
Trigger on Webhook
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Insightly
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, AI: Perplexity, 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 Insightly and AI: Perplexity integration works as expected. Depending on your setup, data should flow between Insightly and AI: Perplexity (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Perplexity + Slack: When a new lead is created in Insightly, Perplexity researches the lead's company. Then, Slack posts a summary of the research to a designated channel for the sales team.
Insightly + Perplexity + Google Sheets: When a record is updated in Insightly, Perplexity analyzes the customer feedback associated with the record. This analysis is then logged in a Google Sheet for tracking and review.
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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About AI: Perplexity
Integrate Perplexity AI in Latenode to automate research and content creation. Get instant, accurate answers and summaries inside your workflows. Use AI: Perplexity to enrich data, generate reports, or classify information. Automate complex tasks by combining AI results with other apps and logic in Latenode.
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How can I connect my Insightly account to AI: Perplexity using Latenode?
To connect your Insightly account to AI: Perplexity on Latenode, follow these steps:
Can I automatically enrich Insightly leads with AI insights?
Yes, you can! Latenode's AI blocks let you enrich leads with AI: Perplexity insights, boosting lead quality and saving research time using fully automated workflows.
What types of tasks can I perform by integrating Insightly with AI: Perplexity?
Integrating Insightly with AI: Perplexity allows you to perform various tasks, including:
How secure is my Insightly data when using Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, ensuring your Insightly data remains protected during integration.
Are there any limitations to the Insightly and AI: Perplexity integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: