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Automatically add new Insightly leads to Campaign Monitor for targeted email campaigns. Latenode's visual editor makes complex lead nurturing easy, with flexible API integrations and affordable scaling for any volume.
Connect Insightly and Campaign Monitor in minutes with Latenode.
Create Insightly to Campaign Monitor workflow
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Insightly
Campaign Monitor
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Create a New Scenario to Connect Insightly and Campaign Monitor
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 Campaign Monitor will be your first step. To do this, click "Choose an app," find Insightly or Campaign Monitor, 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 Campaign Monitor Node
Next, click the plus (+) icon on the Insightly node, select Campaign Monitor from the list of available apps, and choose the action you need from the list of nodes within Campaign Monitor.
Insightly
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Campaign Monitor
Authenticate Campaign Monitor
Now, click the Campaign Monitor node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Campaign Monitor settings. Authentication allows you to use Campaign Monitor through Latenode.
Configure the Insightly and Campaign Monitor 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 Campaign Monitor 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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Campaign Monitor
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, Campaign Monitor, 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 Campaign Monitor integration works as expected. Depending on your setup, data should flow between Insightly and Campaign Monitor (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Campaign Monitor + Slack: When a new contact is created in Insightly, they are added to a specified list in Campaign Monitor. A welcome message is then sent to the new subscriber via Slack.
Campaign Monitor + Insightly + Google Sheets: When a subscriber clicks a link in a Campaign Monitor campaign, the event details are logged in a Google Sheet, and the corresponding lead is updated in Insightly.
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 Campaign Monitor
Use Campaign Monitor in Latenode to automate email marketing based on triggers from other apps. Sync contact lists, personalize campaigns, and track results directly within your workflows. Latenode adds scheduling, conditional logic, and data transformation for sophisticated, automated outreach, bypassing Campaign Monitor's limits.
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How can I connect my Insightly account to Campaign Monitor using Latenode?
To connect your Insightly account to Campaign Monitor on Latenode, follow these steps:
Can I automatically add new Insightly contacts to Campaign Monitor lists?
Yes, you can! Latenode allows you to sync new Insightly contacts to Campaign Monitor lists automatically. This ensures consistent marketing and sales alignment, saving time and effort.
What types of tasks can I perform by integrating Insightly with Campaign Monitor?
Integrating Insightly with Campaign Monitor allows you to perform various tasks, including:
Can I use custom JavaScript code to transform Insightly data?
Yes! Latenode supports custom JavaScript nodes to transform Insightly data before sending it to Campaign Monitor, for advanced personalization.
Are there any limitations to the Insightly and Campaign Monitor integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: