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Sync Insightly contacts with Omnisend to automate personalized email marketing. Latenode's visual editor and affordable execution pricing make it easier to build scalable customer journeys triggered by CRM updates, with flexible JavaScript customization.
Connect Insightly and Omnisend in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Omnisend
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 Omnisend will be your first step. To do this, click "Choose an app," find Insightly or Omnisend, 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 Omnisend Node
Next, click the plus (+) icon on the Insightly node, select Omnisend from the list of available apps, and choose the action you need from the list of nodes within Omnisend.
Insightly
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Omnisend
Authenticate Omnisend
Now, click the Omnisend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Omnisend settings. Authentication allows you to use Omnisend through Latenode.
Configure the Insightly and Omnisend 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 Omnisend 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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Omnisend
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, Omnisend, 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 Omnisend integration works as expected. Depending on your setup, data should flow between Insightly and Omnisend (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Calendly + Insightly + Omnisend: When a meeting is booked via Calendly, find the corresponding contact in Insightly. Then, create or update the contact in Omnisend and trigger a personalized follow-up email.
Shopify + Insightly + Omnisend: When a new customer is created in Shopify, create a contact in Insightly and send a welcome email series via Omnisend to improve customer onboarding.
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 Omnisend
Use Omnisend in Latenode to automate email & SMS marketing based on real-time data. Connect e-commerce platforms and CRMs, then trigger personalized campaigns. Stop overspending on rigid marketing tools. Latenode's visual editor and flexible logic create scalable automation at a fraction of the cost.
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How can I connect my Insightly account to Omnisend using Latenode?
To connect your Insightly account to Omnisend on Latenode, follow these steps:
Can I update Omnisend contacts from new Insightly leads?
Yes, you can! Latenode allows real-time syncing. Automatically update Omnisend contacts when new leads are added to Insightly, keeping your marketing lists current and improving campaign targeting.
What types of tasks can I perform by integrating Insightly with Omnisend?
Integrating Insightly with Omnisend allows you to perform various tasks, including:
Can I use Javascript with my Insightly and Omnisend automations?
Yes, you can! Latenode allows custom Javascript code blocks, so you can transform data between Insightly and Omnisend for advanced use cases.
Are there any limitations to the Insightly and Omnisend integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: