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Automatically log CloudTalk calls and SMS messages in Insightly to track customer interactions. Latenode's visual editor makes complex call attribution easier than ever, scaling affordably with your business.
Connect Insightly and CloudTalk in minutes with Latenode.
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Create a New Scenario to Connect Insightly and CloudTalk
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 CloudTalk will be your first step. To do this, click "Choose an app," find Insightly or CloudTalk, 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 CloudTalk Node
Next, click the plus (+) icon on the Insightly node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
Insightly
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CloudTalk
Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Insightly and CloudTalk 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 CloudTalk 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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CloudTalk
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, CloudTalk, 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 CloudTalk integration works as expected. Depending on your setup, data should flow between Insightly and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
CloudTalk + Insightly + Slack: When a call ends in CloudTalk, the automation logs the call details as an activity in Insightly and posts a summary of the call to a specified Slack channel.
CloudTalk + Insightly + Google Sheets: Every time a call ends in CloudTalk, the details are recorded in a Google Sheet. The related contact in Insightly is then updated with a link to the call log within the Google Sheet.
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 CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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How can I connect my Insightly account to CloudTalk using Latenode?
To connect your Insightly account to CloudTalk on Latenode, follow these steps:
Can I automatically update Insightly contacts with CloudTalk call data?
Yes, you can! Latenode's visual editor makes it easy to map CloudTalk call details to Insightly contacts, ensuring your CRM is always up-to-date, improving lead qualification and follow-up.
What types of tasks can I perform by integrating Insightly with CloudTalk?
Integrating Insightly with CloudTalk allows you to perform various tasks, including:
How do I handle large volumes of Insightly data in my Latenode workflows?
Latenode efficiently processes large datasets, using features like batch processing and data streaming to handle Insightly data without performance bottlenecks.
Are there any limitations to the Insightly and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: