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Sync Insightly and Nimble for unified contact views. Latenode's visual editor simplifies complex data mappings, while affordable pricing helps you scale lead management without overspending. Use JavaScript for advanced customization.
Connect Insightly and Nimble in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Nimble
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 Nimble will be your first step. To do this, click "Choose an app," find Insightly or Nimble, 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 Nimble Node
Next, click the plus (+) icon on the Insightly node, select Nimble from the list of available apps, and choose the action you need from the list of nodes within Nimble.
Insightly
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Nimble
Authenticate Nimble
Now, click the Nimble node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Nimble settings. Authentication allows you to use Nimble through Latenode.
Configure the Insightly and Nimble 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 Nimble 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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Nimble
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, Nimble, 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 Nimble integration works as expected. Depending on your setup, data should flow between Insightly and Nimble (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Slack: When an opportunity is updated in Insightly, a notification is sent to a designated Slack channel to inform the sales team of the latest deal status.
Insightly + Nimble + Google Sheets: Whenever a new contact is created in either Insightly or Nimble, the contact details are added as a new row in a Google Sheet for consolidated 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 Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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How can I connect my Insightly account to Nimble using Latenode?
To connect your Insightly account to Nimble on Latenode, follow these steps:
Can I sync new Insightly contacts to Nimble?
Yes, you can! Latenode lets you automatically sync new Insightly contacts to Nimble. Keep your contact data consistent across platforms, saving time and improving efficiency with no-code automation.
What types of tasks can I perform by integrating Insightly with Nimble?
Integrating Insightly with Nimble allows you to perform various tasks, including:
What Insightly data can I access through Latenode?
Latenode provides access to contacts, leads, opportunities, projects, and tasks, enabling powerful automations and custom data flows using a no-code visual editor.
Are there any limitations to the Insightly and Nimble integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: