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Automatically create or update Insightly leads from LiveChat transcripts, scoring and routing them based on keywords using Latenode's visual editor and affordable execution-based pricing.
Connect Insightly and LiveChat in minutes with Latenode.
Create Insightly to LiveChat workflow
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Create a New Scenario to Connect Insightly and LiveChat
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 LiveChat will be your first step. To do this, click "Choose an app," find Insightly or LiveChat, 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 LiveChat Node
Next, click the plus (+) icon on the Insightly node, select LiveChat from the list of available apps, and choose the action you need from the list of nodes within LiveChat.
Insightly
β
LiveChat
Authenticate LiveChat
Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.
Configure the Insightly and LiveChat 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 LiveChat Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
LiveChat
Trigger on Webhook
β
Insightly
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Insightly, LiveChat, 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 LiveChat integration works as expected. Depending on your setup, data should flow between Insightly and LiveChat (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
LiveChat + Insightly + Slack: When a new chat is initiated in LiveChat, a new contact is created in Insightly. A notification is then sent to a designated Slack channel to alert the sales team.
LiveChat + Insightly + Google Sheets: Log new LiveChat transcripts when a new contact is created in Insightly to Google Sheets for reporting.
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 LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context β all visually, and without code.
Related categories
How can I connect my Insightly account to LiveChat using Latenode?
To connect your Insightly account to LiveChat on Latenode, follow these steps:
Can I automatically create Insightly contacts from new LiveChat chats?
Yes, you can! Latenode allows seamless contact creation in Insightly from LiveChat. Centralize leads effortlessly, ensuring no potential customer is missed thanks to our flexible data mapping.
What types of tasks can I perform by integrating Insightly with LiveChat?
Integrating Insightly with LiveChat allows you to perform various tasks, including:
What Insightly data can I access through Latenode workflows?
You can access and manipulate contacts, opportunities, tasks, projects, and any custom objects within your Insightly account using Latenode's visual builder or custom JavaScript blocks.
Are there any limitations to the Insightly and LiveChat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: