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Automatically add Livestorm webinar attendees as new Insightly leads and contacts. Latenode’s visual editor and affordable pricing make it easier than ever to manage your leads across platforms while scaling your workflows.
Connect Insightly and Livestorm in minutes with Latenode.
Create Insightly to Livestorm workflow
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Insightly
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Create a New Scenario to Connect Insightly and Livestorm
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – 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 Livestorm will be your first step. To do this, click "Choose an app," find Insightly or Livestorm, 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 Livestorm Node
Next, click the plus (+) icon on the Insightly node, select Livestorm from the list of available apps, and choose the action you need from the list of nodes within Livestorm.
Insightly
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Livestorm
Authenticate Livestorm
Now, click the Livestorm node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Livestorm settings. Authentication allows you to use Livestorm through Latenode.
Configure the Insightly and Livestorm 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 Livestorm 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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Livestorm
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, Livestorm, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Insightly and Livestorm integration works as expected. Depending on your setup, data should flow between Insightly and Livestorm (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Livestorm + Insightly + Slack: When a new registrant attends a Livestorm session, a new contact is created in Insightly and a welcome message is sent to them in Slack.
Livestorm + Insightly + Google Sheets: When a Livestorm session ends, the attendance data is used to update lead scores in Insightly and to record attendance in Google Sheets.
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 Livestorm
Use Livestorm in Latenode to automate webinar tasks. Register attendees, send follow-up emails, and track engagement automatically. Integrate Livestorm data with your CRM and marketing tools for a seamless workflow. Latenode's visual editor simplifies the process, replacing manual work with a scalable, no-code solution.
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How can I connect my Insightly account to Livestorm using Latenode?
To connect your Insightly account to Livestorm on Latenode, follow these steps:
Can I automatically update Insightly contacts from Livestorm webinar registrations?
Yes, you can! Latenode lets you sync Livestorm registrations to Insightly, keeping contact data current. Benefit: improved lead management and sales follow-up with real-time data.
What types of tasks can I perform by integrating Insightly with Livestorm?
Integrating Insightly with Livestorm allows you to perform various tasks, including:
Can I use JavaScript to transform data between Insightly and Livestorm?
Yes! Latenode allows custom JavaScript code to transform data, offering maximum control and flexibility beyond simple field mapping.
Are there any limitations to the Insightly and Livestorm integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: