

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Sync leads between Insightly and Cloze for streamlined sales. Latenode’s visual editor simplifies complex data flows, while affordable execution-based pricing makes scaling cross-platform data management easy and cost effective.
Connect Insightly and Cloze in minutes with Latenode.
Create Insightly to Cloze workflow
Start for free
Automate your workflow
Swap Apps
Insightly
Cloze
No credit card needed
Without restriction
Create a New Scenario to Connect Insightly and Cloze
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 Cloze will be your first step. To do this, click "Choose an app," find Insightly or Cloze, 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 Cloze Node
Next, click the plus (+) icon on the Insightly node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
Insightly
⚙
Cloze
Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the Insightly and Cloze 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 Cloze Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
⚙
AI Anthropic Claude 3
⚙
Cloze
Trigger on Webhook
⚙
Insightly
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring Insightly, Cloze, 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 Cloze integration works as expected. Depending on your setup, data should flow between Insightly and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Slack: When an opportunity's status is updated to 'Closed Won' in Insightly, a notification is sent to a dedicated Slack channel to inform the sales team of the successful deal closure.
Cloze + Google Sheets: Whenever a new contact is created or updated in Cloze, the contact's information is added as a new row in a specified Google Sheet for reporting and analysis.
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 Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
Similar apps
Related categories
How can I connect my Insightly account to Cloze using Latenode?
To connect your Insightly account to Cloze on Latenode, follow these steps:
Can I sync new Insightly contacts to Cloze automatically?
Yes, you can! Latenode's visual editor makes it simple to sync new Insightly contacts to Cloze, ensuring your sales team always has the latest customer information. Automate and stay updated.
What types of tasks can I perform by integrating Insightly with Cloze?
Integrating Insightly with Cloze allows you to perform various tasks, including:
How can I customize the data flow between Insightly and Cloze?
Latenode offers code blocks and data transformers, allowing you to tailor the data mapping to your exact specifications.
Are there any limitations to the Insightly and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: