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Automatically add new Insightly contacts as leads in Instantly, nurturing them with personalized outreach. Latenode's visual editor and affordable execution-based pricing simplify complex lead generation, saving money while scaling outreach campaigns.
Connect Insightly and Instantly in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Insightly or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Insightly node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
Insightly
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Instantly
Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Insightly and Instantly 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 Instantly 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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Instantly
Trigger on Webhook
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Insightly
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Insightly and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Instantly + Google Sheets + Insightly: When a new lead is created in Instantly, their information is added to a Google Sheet. Based on updates in the Google Sheet, the corresponding deal stage for the lead is updated in Insightly.
Instantly + Insightly + Slack: When a new lead is created in Instantly, create a corresponding lead in Insightly. Then, send a Slack message to a designated channel to alert sales reps of the new lead, prompting follow-up.
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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic β all without per-step pricing limits.
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How can I connect my Insightly account to Instantly using Latenode?
To connect your Insightly account to Instantly on Latenode, follow these steps:
Can I automatically update Insightly contacts from Instantly leads?
Yes, you can! Latenode's visual editor simplifies mapping Instantly lead data directly into Insightly, ensuring your CRM is always up-to-date. Save time and improve data accuracy!
What types of tasks can I perform by integrating Insightly with Instantly?
Integrating Insightly with Instantly allows you to perform various tasks, including:
How can I handle errors between Insightly and Instantly?
Latenode's error handling allows defining custom actions, like notifications or retries, ensuring reliable Insightly and Instantly workflows.
Are there any limitations to the Insightly and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: