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Enrich Insightly leads with RocketReach data automatically. Latenode's visual editor and affordable execution pricing make it easy to build scalable contact enrichment workflows. Use JavaScript nodes for custom data transformations.
Connect Insightly and RocketReach in minutes with Latenode.
Create Insightly to RocketReach workflow
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Create a New Scenario to Connect Insightly and RocketReach
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 RocketReach will be your first step. To do this, click "Choose an app," find Insightly or RocketReach, 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 RocketReach Node
Next, click the plus (+) icon on the Insightly node, select RocketReach from the list of available apps, and choose the action you need from the list of nodes within RocketReach.
Insightly
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RocketReach
Authenticate RocketReach
Now, click the RocketReach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RocketReach settings. Authentication allows you to use RocketReach through Latenode.
Configure the Insightly and RocketReach 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 RocketReach 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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RocketReach
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, RocketReach, 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 RocketReach integration works as expected. Depending on your setup, data should flow between Insightly and RocketReach (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RocketReach + Insightly + Slack: When RocketReach finds a new person based on defined criteria, their contact information is used to update an existing contact in Insightly. A Slack message is then sent to the sales team, notifying them of the updated contact information.
Google Sheets + RocketReach + Insightly: When a new row is added to a Google Sheet, the workflow uses RocketReach to find contact information for the person listed in the row. The retrieved contact information is then used to update or create a contact record in Insightly.
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 RocketReach
Find verified contact data with RocketReach, then automate outreach in Latenode. Build workflows that instantly add leads to your CRM, trigger personalized email sequences, and update spreadsheets. Stop manual data entry and scale lead generation with no-code ease, paying only for execution time.
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How can I connect my Insightly account to RocketReach using Latenode?
To connect your Insightly account to RocketReach on Latenode, follow these steps:
Can I enrich new Insightly leads with RocketReach data?
Yes! Latenode automates enriching Insightly leads with RocketReach data. Update lead details instantly, saving time and improving lead quality with our flexible workflow engine.
What types of tasks can I perform by integrating Insightly with RocketReach?
Integrating Insightly with RocketReach allows you to perform various tasks, including:
Can I use JavaScript to transform data between Insightly and RocketReach?
Yes, Latenode's JavaScript blocks allow you to customize data transformations between Insightly and RocketReach beyond standard field mappings.
Are there any limitations to the Insightly and RocketReach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: