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Sync Insightly contacts with Moosend lists for targeted email campaigns. Latenode's visual editor simplifies complex logic and lets you add custom JavaScript functions for advanced segmentation, scaling your marketing efforts affordably.
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Create a New Scenario to Connect Insightly and Moosend
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 Moosend will be your first step. To do this, click "Choose an app," find Insightly or Moosend, 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 Moosend Node
Next, click the plus (+) icon on the Insightly node, select Moosend from the list of available apps, and choose the action you need from the list of nodes within Moosend.
Insightly
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Moosend
Authenticate Moosend
Now, click the Moosend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moosend settings. Authentication allows you to use Moosend through Latenode.
Configure the Insightly and Moosend 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 Moosend 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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Moosend
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, Moosend, 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 Moosend integration works as expected. Depending on your setup, data should flow between Insightly and Moosend (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Moosend + Slack: When a new lead is added to Insightly, the automation automatically adds the lead to a specified list in Moosend and then sends a notification to a designated Slack channel to alert the sales team.
Moosend + Insightly + Google Sheets: Tracks Moosend campaign engagement; when a subscriber is updated (high engagement), it creates a contact in Insightly and then adds a row of data to Google Sheets for record-keeping.
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 Moosend
Use Moosend in Latenode to automate email marketing based on real-time data. Trigger campaigns from any app, personalize content with AI, and track results directly in your workflows. Latenode lets you connect Moosend to any data source, adding custom logic and scaling without code.
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How can I connect my Insightly account to Moosend using Latenode?
To connect your Insightly account to Moosend on Latenode, follow these steps:
Can I sync new Insightly contacts to Moosend lists?
Yes, you can! Latenode allows seamless contact synchronization, ensuring your Moosend lists are always up-to-date with new Insightly contacts. Benefit from automated data flow and targeted campaigns.
What types of tasks can I perform by integrating Insightly with Moosend?
Integrating Insightly with Moosend allows you to perform various tasks, including:
Can I use JavaScript to transform Insightly data before syncing it?
Yes! Latenode allows you to use JavaScript code blocks to manipulate Insightly data before sending it to Moosend, providing ultimate flexibility.
Are there any limitations to the Insightly and Moosend integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: