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Sync Insightly leads with Magento 2(OpenSource) customers, automating personalized marketing and sales follow-ups. Latenode’s visual editor makes custom workflows easy, while our affordable pricing scales with your business.
Connect Insightly and Magento 2(OpenSource) in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Magento 2(OpenSource)
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 Magento 2(OpenSource) will be your first step. To do this, click "Choose an app," find Insightly or Magento 2(OpenSource), 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 Magento 2(OpenSource) Node
Next, click the plus (+) icon on the Insightly node, select Magento 2(OpenSource) from the list of available apps, and choose the action you need from the list of nodes within Magento 2(OpenSource).
Insightly
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Magento 2(OpenSource)
Authenticate Magento 2(OpenSource)
Now, click the Magento 2(OpenSource) node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Magento 2(OpenSource) settings. Authentication allows you to use Magento 2(OpenSource) through Latenode.
Configure the Insightly and Magento 2(OpenSource) 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 Magento 2(OpenSource) 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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Magento 2(OpenSource)
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, Magento 2(OpenSource), 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 Magento 2(OpenSource) integration works as expected. Depending on your setup, data should flow between Insightly and Magento 2(OpenSource) (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Magento 2(OpenSource) + Insightly + Mailchimp: When a new customer registers in Magento 2, their information is used to create a new contact in Insightly. Subsequently, the customer is added as a subscriber to a specific list in Mailchimp for targeted email campaigns.
Magento 2(OpenSource) + Insightly + QuickBooks: When a new order is placed in Magento 2, relevant customer data is synced to Insightly, creating or updating a contact. An invoice is then automatically generated in QuickBooks using the order details.
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 Magento 2(OpenSource)
Automate Magento 2(OpenSource) order processing, inventory updates, or customer communication within Latenode. Sync product data, trigger email campaigns, or update databases. Solve complex e-commerce automation needs with visual flows, JavaScript, and direct API calls, avoiding manual tasks. Latenode brings scalability and customization beyond Magento's defaults.
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How can I connect my Insightly account to Magento 2(OpenSource) using Latenode?
To connect your Insightly account to Magento 2(OpenSource) on Latenode, follow these steps:
Can I sync customer data between Insightly and Magento 2(OpenSource)?
Yes, you can! Latenode's flexible data mapping ensures seamless syncing, keeping your sales and e-commerce data aligned for better customer insights.
What types of tasks can I perform by integrating Insightly with Magento 2(OpenSource)?
Integrating Insightly with Magento 2(OpenSource) allows you to perform various tasks, including:
HowsecureistheInsightlyintegrationwithMagento 2(OpenSource)onLatenode?
Latenode uses secure OAuth authentication and encryption to protect your data during Insightly and Magento 2(OpenSource) integration workflows.
Are there any limitations to the Insightly and Magento 2(OpenSource) integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: