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Sync leads between Insightly and NoCRM to prevent lost opportunities. Latenode’s visual editor simplifies complex logic for lead routing, while affordable execution-based pricing lets you scale without cost concerns.
Connect Insightly and NoCRM in minutes with Latenode.
Create Insightly to NoCRM workflow
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Create a New Scenario to Connect Insightly and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find Insightly or NoCRM, 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 NoCRM Node
Next, click the plus (+) icon on the Insightly node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
Insightly
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NoCRM
Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the Insightly and NoCRM 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 NoCRM 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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NoCRM
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, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between Insightly and NoCRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + NoCRM + Slack: When an opportunity is updated to a closed/won status in Insightly or a lead's status changes to won in NoCRM, a celebratory message is posted in a designated Slack channel.
NoCRM + Insightly + Google Sheets: When a new lead is created in NoCRM or a new lead is created in Insightly, the lead information is added as a new row in a Google Sheet for unified 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 NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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How can I connect my Insightly account to NoCRM using Latenode?
To connect your Insightly account to NoCRM on Latenode, follow these steps:
Can I sync new leads from NoCRM to Insightly?
Yes, you can! Latenode's visual editor makes it easy to automatically sync new leads, ensuring your Insightly database is always up-to-date, saving you time and improving lead management.
What types of tasks can I perform by integrating Insightly with NoCRM?
Integrating Insightly with NoCRM allows you to perform various tasks, including:
Can I trigger workflows based on specific Insightly events?
Yes! Latenode allows you to trigger workflows from Insightly events, like new contact creation, for instant automations.
Are there any limitations to the Insightly and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: