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Unify your CRM data. Connect Insightly and Attio on Latenode to sync contacts and opportunities, enriching records using customizable JavaScript functions, scaling sales workflows affordably, and eliminating data silos.
Connect Insightly and Attio in minutes with Latenode.
Create Insightly to Attio workflow
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Insightly
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Create a New Scenario to Connect Insightly and Attio
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 Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or Attio will be your first step. To do this, click "Choose an app," find Insightly or Attio, 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 Attio Node
Next, click the plus (+) icon on the Insightly node, select Attio from the list of available apps, and choose the action you need from the list of nodes within Attio.
Insightly
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Attio
Authenticate Attio
Now, click the Attio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Attio settings. Authentication allows you to use Attio through Latenode.
Configure the Insightly and Attio 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 Attio 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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Attio
Trigger on Webhook
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Insightly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, Attio, 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 Insightly and Attio integration works as expected. Depending on your setup, data should flow between Insightly and Attio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Attio + Slack: When a lead converts to an opportunity in Insightly, find the corresponding entry in Attio, and then send a notification to a designated Slack channel.
Attio + Insightly + Google Sheets: When a new entry is added to Attio, create a corresponding contact in Insightly and log the contact details in a Google Sheet for reporting.
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 Attio
Use Attio in Latenode to automate contact and relationship management. Sync data, trigger actions based on contact updates, and build custom workflows that span multiple apps. Latenode’s flexibility lets you enrich Attio data with AI or other sources, creating smarter, automated CRM processes.
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How can I connect my Insightly account to Attio using Latenode?
To connect your Insightly account to Attio on Latenode, follow these steps:
Can I sync new Insightly contacts to Attio automatically?
Yes, you can! Latenode's visual editor makes it easy to automatically sync new Insightly contacts to Attio, ensuring data consistency and saving you time.
What types of tasks can I perform by integrating Insightly with Attio?
Integrating Insightly with Attio allows you to perform various tasks, including:
How secure is Insightly data when using Latenode workflows?
Latenode uses industry-standard security practices to protect your Insightly data, including encryption and secure authentication protocols.
Are there any limitations to the Insightly and Attio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: