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Sync leads between Insightly and Bigin by Zoho CRM for complete sales visibility. Latenode's visual editor and affordable execution pricing make complex CRM workflows simple and scalable. Enrich data with AI and custom code.
Connect Insightly and Bigin by Zoho CRM in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Bigin by Zoho CRM
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 Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Insightly or Bigin by Zoho CRM, 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 Bigin by Zoho CRM Node
Next, click the plus (+) icon on the Insightly node, select Bigin by Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Bigin by Zoho CRM.
Insightly
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Bigin by Zoho CRM
Authenticate Bigin by Zoho CRM
Now, click the Bigin by Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bigin by Zoho CRM settings. Authentication allows you to use Bigin by Zoho CRM through Latenode.
Configure the Insightly and Bigin by Zoho CRM 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 Bigin by Zoho CRM 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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Bigin by Zoho CRM
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, Bigin by Zoho CRM, 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 Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Insightly and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Insightly + Slack: When a new contact is created in either Bigin or Insightly, a message is sent to a designated Slack channel to notify the team, preventing duplicate outreach efforts.
Bigin by Zoho CRM + Insightly + Google Sheets: When a new contact is created in either Bigin or Insightly, the contact details are added as a new row in a Google Sheet, providing a unified view of contacts from both CRMs.
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 Bigin by Zoho CRM
Sync Bigin by Zoho CRM data with other apps in Latenode to automate deal pipelines. Update records, trigger custom actions, and route data based on deal stages. Use visual tools or code for tailored workflows. Automate lead nurturing, task creation, and reporting across your business without complex coding or high per-task costs.
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How can I connect my Insightly account to Bigin by Zoho CRM using Latenode?
To connect your Insightly account to Bigin by Zoho CRM on Latenode, follow these steps:
Can I sync leads between Insightly and Bigin by Zoho CRM?
Yes, you can! Latenode enables automated lead synchronization, ensuring your sales teams have consistent, up-to-date information, improving collaboration and conversion rates.
What types of tasks can I perform by integrating Insightly with Bigin by Zoho CRM?
Integrating Insightly with Bigin by Zoho CRM allows you to perform various tasks, including:
How secure is Insightly data when using Latenode integrations?
Latenode uses secure authentication and encryption protocols to protect your Insightly data during integration processes.
Are there any limitations to the Insightly and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: