Insightly and Facebook Pages Integration

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Automatically create Insightly contacts from new Facebook Pages leads, and track engagement. Latenode's visual editor and affordable pricing make advanced lead management easier than ever, with room to add custom JavaScript logic.

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Insightly

Facebook Pages

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Insightly and Facebook Pages

Create a New Scenario to Connect Insightly and Facebook Pages

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 Facebook Pages will be your first step. To do this, click "Choose an app," find Insightly or Facebook Pages, 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.

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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.

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Insightly

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Connect Insightly

Sign In

Run node once

Add the Facebook Pages Node

Next, click the plus (+) icon on the Insightly node, select Facebook Pages from the list of available apps, and choose the action you need from the list of nodes within Facebook Pages.

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Facebook Pages

Authenticate Facebook Pages

Now, click the Facebook Pages node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Facebook Pages settings. Authentication allows you to use Facebook Pages through Latenode.

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Facebook Pages

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Connect Facebook Pages

Sign In

Run node once

Configure the Insightly and Facebook Pages Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Facebook Pages Oauth 2.0

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Map

The action ID

Run node once

Set Up the Insightly and Facebook Pages Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Insightly, Facebook Pages, 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 Facebook Pages integration works as expected. Depending on your setup, data should flow between Insightly and Facebook Pages (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Insightly and Facebook Pages

Insightly + Facebook Pages + Slack: When a new lead is created in Insightly, a welcome post is automatically created on a specified Facebook Page. A notification is then sent to a designated Slack channel to alert the team about the new lead and the corresponding Facebook post.

Facebook Pages + Insightly + Google Sheets: When a new post is added to a Facebook Page, the automation creates a new contact in Insightly with the post's content. The details of the post and the new contact are then added to a row in a specified Google Sheet for tracking and analysis.

Insightly and Facebook Pages integration alternatives

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.

About Facebook Pages

Automate Facebook Page management within Latenode workflows. Automatically post content, track engagement, and respond to comments using no-code tools. Integrate with other apps to build social media automation pipelines. Unlike standalone tools, Latenode lets you customize flows with JavaScript and scale easily, paying only for execution time.

See how Latenode works

FAQ Insightly and Facebook Pages

How can I connect my Insightly account to Facebook Pages using Latenode?

To connect your Insightly account to Facebook Pages on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Insightly and click on "Connect".
  • Authenticate your Insightly and Facebook Pages accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I create Insightly contacts from Facebook lead ads?

Yes, you can! Latenode automates contact creation, ensuring immediate follow-up on leads without manual data entry. Scale lead gen with advanced logic and no-code ease.

What types of tasks can I perform by integrating Insightly with Facebook Pages?

Integrating Insightly with Facebook Pages allows you to perform various tasks, including:

  • Create new Insightly contacts from Facebook lead ads submissions.
  • Post Insightly opportunity updates to a Facebook Page timeline.
  • Send personalized thank you messages on Facebook for new Insightly deals.
  • Track Facebook Page engagement metrics within Insightly.
  • Automatically update Insightly contact details based on Facebook Page activity.

Can I use JavaScript to transform data between Insightly and Facebook Pages?

Yes! Latenode allows you to use JavaScript code to transform data, enabling advanced customization beyond simple field mapping.

Are there any limitations to the Insightly and Facebook Pages integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Rate limits imposed by the Insightly and Facebook Pages APIs may affect workflow execution.
  • Custom field mappings may require JavaScript code for complex data transformations.
  • Changes to the Insightly or Facebook Pages APIs may require adjustments to your workflows.

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