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Automatically update Insightly leads from Landbot.io conversations, scoring and routing them based on custom criteria defined with JavaScript. Scale affordably on Latenode.
Connect Insightly and Landbot.io in minutes with Latenode.
Create Insightly to Landbot.io workflow
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Create a New Scenario to Connect Insightly and Landbot.io
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 Landbot.io will be your first step. To do this, click "Choose an app," find Insightly or Landbot.io, 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 Landbot.io Node
Next, click the plus (+) icon on the Insightly node, select Landbot.io from the list of available apps, and choose the action you need from the list of nodes within Landbot.io.
Insightly
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Landbot.io
Authenticate Landbot.io
Now, click the Landbot.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Landbot.io settings. Authentication allows you to use Landbot.io through Latenode.
Configure the Insightly and Landbot.io 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 Landbot.io Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Landbot.io
Trigger on Webhook
β
Insightly
β
β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, Landbot.io, 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 Landbot.io integration works as expected. Depending on your setup, data should flow between Insightly and Landbot.io (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Landbot.io + Insightly + Slack: When a new event is triggered in Landbot.io, such as a user submitting information, the automation creates or updates a contact in Insightly. Subsequently, a notification is sent to a designated Slack channel to alert the sales team about the new lead.
Landbot.io + Insightly + Google Sheets: When a Landbot.io event is triggered, such as a survey response, the data is logged to a Google Sheet. Simultaneously, the corresponding Insightly contact is updated with the survey data, keeping their profile current.
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 Landbot.io
Use Landbot.io in Latenode to build no-code chatbots, then connect them to your wider automation. Capture leads, qualify prospects, or provide instant support and trigger follow-up actions directly in your CRM, databases, or marketing tools. Latenode handles complex logic, scaling, and integrations without per-step fees.
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How can I connect my Insightly account to Landbot.io using Latenode?
To connect your Insightly account to Landbot.io on Latenode, follow these steps:
Can I automatically update Insightly contacts from Landbot.io data?
Yes, with Latenode you can. Automatically update Insightly contacts using data collected in Landbot.io, ensuring your CRM stays current. Benefit from no-code blocks and custom JavaScript steps.
What types of tasks can I perform by integrating Insightly with Landbot.io?
Integrating Insightly with Landbot.io allows you to perform various tasks, including:
Can Latenode handle complex logic between Insightly and Landbot.io?
Yes, Latenode excels in complex logic. Use visual workflows, JavaScript, and AI to build custom integrations far beyond basic data syncing.
Are there any limitations to the Insightly and Landbot.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: