

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Unify sales data between Insightly and Close CRM, ensuring seamless lead handoff and eliminating data silos. Latenode's visual editor simplifies complex data transformations and scaling, all at an affordable pay-by-execution price.
Connect Insightly and Close CRM in minutes with Latenode.
Create Insightly to Close CRM workflow
Start for free
Automate your workflow
Swap Apps
Insightly
Close CRM
No credit card needed
Without restriction
Create a New Scenario to Connect Insightly and Close CRM
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 Close CRM will be your first step. To do this, click "Choose an app," find Insightly or Close 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 Close CRM Node
Next, click the plus (+) icon on the Insightly node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Insightly
⚙
Close CRM
Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Insightly and Close 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 Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
⚙
AI Anthropic Claude 3
⚙
Close CRM
Trigger on Webhook
⚙
Insightly
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring Insightly, Close CRM, 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 Close CRM integration works as expected. Depending on your setup, data should flow between Insightly and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Close CRM + Insightly + Slack: When a lead's status changes in Close CRM or a record is updated in Insightly, a notification is sent to a designated Slack channel with the relevant deal details.
Close CRM + Insightly + Google Sheets: When a new lead is created in Close CRM or a record is updated in Insightly, the contact data is synchronized, and the changes are logged in a Google Sheet for auditing purposes.
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.
Similar apps
Related categories
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
Similar apps
Related categories
How can I connect my Insightly account to Close CRM using Latenode?
To connect your Insightly account to Close CRM on Latenode, follow these steps:
Can I sync new Insightly leads to Close CRM?
Yes, you can! Latenode lets you instantly sync new Insightly leads to Close CRM. Automate data transfer and boost sales efficiency using our visual, scalable platform and advanced logic.
What types of tasks can I perform by integrating Insightly with Close CRM?
Integrating Insightly with Close CRM allows you to perform various tasks, including:
How secure is Insightly data when used with Latenode?
Latenode uses advanced encryption and security protocols to ensure your Insightly data is always protected. Control access and permissions for added security.
Are there any limitations to the Insightly and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: