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Automatically log JustCall calls and texts in Insightly, updating lead status in real time. Latenode's visual editor and affordable execution-based pricing make advanced sales automation accessible. Enrich Insightly data without manual entry.
Connect Insightly and JustCall in minutes with Latenode.
Create Insightly to JustCall workflow
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Insightly
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Create a New Scenario to Connect Insightly and JustCall
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 JustCall will be your first step. To do this, click "Choose an app," find Insightly or JustCall, 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 JustCall Node
Next, click the plus (+) icon on the Insightly node, select JustCall from the list of available apps, and choose the action you need from the list of nodes within JustCall.
Insightly
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JustCall
Authenticate JustCall
Now, click the JustCall node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your JustCall settings. Authentication allows you to use JustCall through Latenode.
Configure the Insightly and JustCall 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 JustCall 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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JustCall
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, JustCall, 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 JustCall integration works as expected. Depending on your setup, data should flow between Insightly and JustCall (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
JustCall + Insightly + Slack: When a missed call occurs in JustCall, a task is created in Insightly to follow up. A notification is then sent to a designated Slack channel to inform the sales team.
JustCall + Insightly + Google Sheets: When a call ends in JustCall, the call details are logged in Google Sheets. The corresponding Insightly contact is then updated with the call outcome.
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 JustCall
Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.
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How can I connect my Insightly account to JustCall using Latenode?
To connect your Insightly account to JustCall on Latenode, follow these steps:
Can I automatically log JustCall calls in Insightly?
Yes, you can! Latenode lets you auto-log calls as activities in Insightly. This ensures complete contact history, saving time and improving data accuracy.
What types of tasks can I perform by integrating Insightly with JustCall?
Integrating Insightly with JustCall allows you to perform various tasks, including:
How can I automate SMS campaigns within Insightly using Latenode?
Latenode's visual editor and integrations let you create automated SMS campaigns triggered by events within Insightly, boosting engagement.
Are there any limitations to the Insightly and JustCall integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: