

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically create personalized sales videos with HeyGen when new leads appear in Insightly. Latenode's visual editor and affordable pay-by-execution pricing make video personalization at scale easy.
Connect Insightly and HeyGen in minutes with Latenode.
Create Insightly to HeyGen workflow
Start for free
Automate your workflow
Swap Apps
Insightly
HeyGen
No credit card needed
Without restriction
Create a New Scenario to Connect Insightly and HeyGen
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 HeyGen will be your first step. To do this, click "Choose an app," find Insightly or HeyGen, 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 HeyGen Node
Next, click the plus (+) icon on the Insightly node, select HeyGen from the list of available apps, and choose the action you need from the list of nodes within HeyGen.
Insightly
β
HeyGen
Authenticate HeyGen
Now, click the HeyGen node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HeyGen settings. Authentication allows you to use HeyGen through Latenode.
Configure the Insightly and HeyGen 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 HeyGen Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
HeyGen
Trigger on Webhook
β
Insightly
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Insightly, HeyGen, 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 HeyGen integration works as expected. Depending on your setup, data should flow between Insightly and HeyGen (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + HeyGen + Slack: When a new lead is created in Insightly, generate a personalized video using HeyGen. Then, post the video link to a designated Slack channel to notify the team.
Insightly + HeyGen + Gmail: When a lead is updated in Insightly, generate a personalized sales video using HeyGen with the lead's information. Then, send the video via Gmail to the lead.
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 HeyGen
Use HeyGen in Latenode to automate personalized video creation. Generate videos from data (CRM leads, spreadsheets) and auto-post to social media or send via email. Create scalable workflows without code, use JS for fine-tuning, and track versions to manage video assets efficiently.
Similar apps
Related categories
How can I connect my Insightly account to HeyGen using Latenode?
To connect your Insightly account to HeyGen on Latenode, follow these steps:
Can I automatically personalize HeyGen videos based on Insightly CRM data?
Yes, you can! Latenode allows dynamic content insertion into HeyGen using Insightly data, enhancing customer engagement with tailored video messages. Use no-code or JavaScript for advanced personalization.
What types of tasks can I perform by integrating Insightly with HeyGen?
Integrating Insightly with HeyGen allows you to perform various tasks, including:
Can Latenode trigger HeyGen videos from Insightly project updates?
Absolutely! Latenode can monitor Insightly projects and trigger automated HeyGen video updates, keeping stakeholders informed using visual communication.
Are there any limitations to the Insightly and HeyGen integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: