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Automatically log OpenPhone calls and texts to Insightly, creating a single source of truth for customer interactions. Latenode's low-code flexibility allows for advanced customization and workflow fine-tuning, plus you pay only for execution time, not per step.
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Create a New Scenario to Connect Insightly and OpenPhone
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 OpenPhone will be your first step. To do this, click "Choose an app," find Insightly or OpenPhone, 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 OpenPhone Node
Next, click the plus (+) icon on the Insightly node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
Insightly
β
OpenPhone
Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the Insightly and OpenPhone 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 OpenPhone Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
OpenPhone
Trigger on Webhook
β
Insightly
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Insightly, OpenPhone, 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 OpenPhone integration works as expected. Depending on your setup, data should flow between Insightly and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + OpenPhone + Slack: When a deal reaches the 'Closed Won' stage in Insightly, a congratulatory text message is sent to the deal owner via OpenPhone, and a celebratory message is posted in a designated Slack channel.
OpenPhone + Insightly + Google Sheets: Upon the conclusion of a call in OpenPhone, the call details, including the contact information, are logged to the corresponding contact record in Insightly and simultaneously recorded in a Google Sheet for reporting and analysis purposes.
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 OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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How can I connect my Insightly account to OpenPhone using Latenode?
To connect your Insightly account to OpenPhone on Latenode, follow these steps:
Can I automatically log OpenPhone calls in Insightly?
Yes, you can! Latenode's visual editor makes it easy to log OpenPhone calls as activities in Insightly. Enhance your reporting and maintain a complete record of customer interactions.
What types of tasks can I perform by integrating Insightly with OpenPhone?
Integrating Insightly with OpenPhone allows you to perform various tasks, including:
Can I use JavaScript to transform data between Insightly and OpenPhone?
Yes! Latenode lets you use JavaScript code to transform data, offering unmatched flexibility in adapting data formats between Insightly and OpenPhone.
Are there any limitations to the Insightly and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: