Connect Insightly and Perfex CRM with powerful automation workflows. Build multi-step integrations using triggers and actions to sync data, automate conversations, and streamline business processes. Add AI, custom code, or webhooks when needed — pay for CPU time, not per-operation fees.
Choose a trigger and an action to build your workflow.
| Platform | 100K ops/mo | 1M ops/mo |
|---|---|---|
| Latenode | $19 | $59 |
| Zapier | $733–$898 | $3,299–$3,749 |
| Make | $80–$203 | $880–$1,647 |
| n8n Cloud | €72 | €720 |
| You save | $59–$879/mo | $719–$3,690/mo |
Sign up for Latenode (free) and click "Create New Scenario" to start building your Insightly + Perfex CRM workflow.
Search for Insightly in the app panel and select the trigger event that should start your automation.
Authenticate your Insightly account securely via OAuth or API key. Latenode never stores your passwords.
Add a Perfex CRM node and choose the action to perform when the trigger fires.
Click "Run Once" to test your workflow, then hit "Deploy" to activate it. Your Insightly + Perfex CRM automation is now live!
Connecting Insightly and Perfex CRM eliminates manual data transfer and reduces errors. Instead of switching between apps, your workflows run automatically in the background.
With Latenode, you can create complex multi-step automations that go beyond simple point-to-point integrations. Add conditional logic, AI processing, data transformation, and connect with 1,200+ other apps — all in a single workflow.
Transform your workflow with the seamless integration of Insightly and Latenode, where endless possibilities await your business management. Effortlessly connect your customer relationship data with other applications, allowing for real-time updates and streamlined processes that boost productivity. Embrace the power of no-code solutions to simplify your tasks and focus on what really matters: growing your business.
Learn more about InsightlyAutomate Perfex CRM tasks inside Latenode: update client details, trigger invoices, or send notifications. Use visual workflows to sync Perfex data with accounting software or marketing platforms. Add custom logic with JavaScript, control the browser for complex tasks, and scale without per-step costs.
Learn more about Perfex CRM
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