Insightly and Serper Integration

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Enrich Insightly leads with Serper's SEO data for smarter targeting. Latenode's visual editor simplifies complex data flows, while affordable pricing ensures you can scale lead enrichment without breaking the bank, using custom logic to qualify leads faster.

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Insightly

Serper

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Insightly and Serper

Create a New Scenario to Connect Insightly and Serper

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 Serper will be your first step. To do this, click "Choose an app," find Insightly or Serper, 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.

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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.

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Connect Insightly

Sign In

Run node once

Add the Serper Node

Next, click the plus (+) icon on the Insightly node, select Serper from the list of available apps, and choose the action you need from the list of nodes within Serper.

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Serper

Authenticate Serper

Now, click the Serper node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Serper settings. Authentication allows you to use Serper through Latenode.

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Sign In

Run node once

Configure the Insightly and Serper Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Serper Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Insightly and Serper Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Insightly, Serper, 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 Serper integration works as expected. Depending on your setup, data should flow between Insightly and Serper (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Insightly and Serper

Insightly + Serper + Slack: When a new lead is created in Insightly, Serper searches for company details based on the lead's company name. The search results are then posted to a dedicated Slack channel.

Serper + Insightly + Airtable: Track SEO keyword rankings with Serper. If a ranking improves, the automation creates or updates a lead in Insightly with relevant keyword and ranking data, and mirrors that data in Airtable.

Insightly and Serper integration alternatives

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.

About Serper

Need search engine data in your flows? Serper in Latenode lets you grab SERP results automatically. Track rankings, monitor competitors, or extract data points for AI. Latenode adds scaling power, version control, and team collaboration to your SEO workflows, all while keeping your API keys secure. Automate SEO tasks visually and efficiently.

See how Latenode works

FAQ Insightly and Serper

How can I connect my Insightly account to Serper using Latenode?

To connect your Insightly account to Serper on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Insightly and click on "Connect".
  • Authenticate your Insightly and Serper accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically enrich Insightly leads with Serper search data?

Yes, you can! Latenode enables this, enriching Insightly leads with data from Serper. Automate research, improve lead qualification, and give your sales team enhanced insights, all code-free.

What types of tasks can I perform by integrating Insightly with Serper?

Integrating Insightly with Serper allows you to perform various tasks, including:

  • Automatically researching contact details from Insightly leads using Serper.
  • Triggering search engine result analysis based on new Insightly opportunity keywords.
  • Updating Insightly contact records with relevant company information found via Serper.
  • Monitoring competitor mentions in search results and logging them to Insightly.
  • Creating Insightly tasks to follow up on leads based on Serper search trends.

How do I automate lead enrichment in Insightly using data from Serper?

Use Latenode to build a flow that triggers on new Insightly leads and enriches them with data automatically gathered from Serper results.

Are there any limitations to the Insightly and Serper integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Serper API usage is subject to your Serper subscription limits.
  • Rate limits may apply to both Insightly and Serper API requests.
  • Complex data transformations might require custom JavaScript code.

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