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Automatically add new Insightly contacts to Beehiiv for streamlined email marketing. Latenode’s visual editor makes complex filtering easy and adds custom logic with JavaScript. Scale affordably as your lists grow.
Connect Insightly and Beehiiv in minutes with Latenode.
Create Insightly to Beehiiv workflow
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Insightly
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Create a New Scenario to Connect Insightly and Beehiiv
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 Beehiiv will be your first step. To do this, click "Choose an app," find Insightly or Beehiiv, 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 Beehiiv Node
Next, click the plus (+) icon on the Insightly node, select Beehiiv from the list of available apps, and choose the action you need from the list of nodes within Beehiiv.
Insightly
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Beehiiv
Authenticate Beehiiv
Now, click the Beehiiv node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Beehiiv settings. Authentication allows you to use Beehiiv through Latenode.
Configure the Insightly and Beehiiv 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 Beehiiv 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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Beehiiv
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, Beehiiv, 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 Beehiiv integration works as expected. Depending on your setup, data should flow between Insightly and Beehiiv (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Beehiiv + Insightly + Google Sheets: When a new subscriber joins your Beehiiv newsletter, a new lead is created in Insightly, and the subscriber's information is added as a new row in Google Sheets for tracking purposes.
Beehiiv + Insightly + Slack: When a new subscriber signs up for your Beehiiv newsletter, a lead is created in Insightly. Then, a notification is sent to a designated Slack channel to alert the sales team about the new potential lead.
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 Beehiiv
Automate your Beehiiv newsletter workflows in Latenode. Trigger email campaigns based on CRM events or website activity. Sync subscriber data, segment audiences using AI, and analyze results, all within visual, scalable workflows. Connect Beehiiv to any app, enhance data, and automate repetitive tasks to focus on content.
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How can I connect my Insightly account to Beehiiv using Latenode?
To connect your Insightly account to Beehiiv on Latenode, follow these steps:
Can I automatically add new Insightly contacts to a Beehiiv newsletter?
Yes, with Latenode! Automatically add new Insightly contacts to Beehiiv, ensuring your newsletter list grows seamlessly. Latenode's advanced logic helps segment contacts based on Insightly data.
What types of tasks can I perform by integrating Insightly with Beehiiv?
Integrating Insightly with Beehiiv allows you to perform various tasks, including:
HowsecureistheInsightlyBeehiivintegrationLatenodewithdataprotection?
Latenode uses secure authentication and encryption, ensuring your Insightly and Beehiiv data is protected during integration and workflow execution.
Are there any limitations to the Insightly and Beehiiv integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: