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Automatically add new leads from Systeme IO to Insightly CRM, enhancing sales pipeline visibility. Latenode's visual editor and affordable execution-based pricing make advanced lead management accessible, even with custom JavaScript logic.
Connect Insightly and Systeme IO in minutes with Latenode.
Create Insightly to Systeme IO workflow
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Create a New Scenario to Connect Insightly and Systeme IO
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 Systeme IO will be your first step. To do this, click "Choose an app," find Insightly or Systeme IO, 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 Systeme IO Node
Next, click the plus (+) icon on the Insightly node, select Systeme IO from the list of available apps, and choose the action you need from the list of nodes within Systeme IO.
Insightly
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Systeme IO
Authenticate Systeme IO
Now, click the Systeme IO node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Systeme IO settings. Authentication allows you to use Systeme IO through Latenode.
Configure the Insightly and Systeme IO 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 Systeme IO 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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Systeme IO
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, Systeme IO, 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 Systeme IO integration works as expected. Depending on your setup, data should flow between Insightly and Systeme IO (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Systeme IO + Google Sheets: When a new contact is created in Insightly, and if a corresponding sale is registered in Systeme IO, add the contact information and sale details to a Google Sheet for reporting and analysis.
Systeme IO + Insightly + Slack: When a new event occurs in Systeme IO indicating a lead conversion, and the lead is also added as a contact in Insightly, send a notification to a designated Slack channel to alert the sales team.
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 Systeme IO
Use Systeme IO in Latenode to automate marketing workflows. Connect it to other apps, process form data, and manage contacts in a visual builder. Unlike standalone setups, Latenode lets you add custom logic with JavaScript, enrich data, and scale automation without step limits. Perfect for complex marketing funnels.
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How can I connect my Insightly account to Systeme IO using Latenode?
To connect your Insightly account to Systeme IO on Latenode, follow these steps:
Can I automate lead capture from Systeme IO to Insightly?
Yes, you can! Latenode allows seamless data transfer, instantly creating or updating Insightly contacts from new Systeme IO subscribers. Improve lead management and sales efficiency with automated synchronization.
What types of tasks can I perform by integrating Insightly with Systeme IO?
Integrating Insightly with Systeme IO allows you to perform various tasks, including:
Can I use JavaScript to transform data between Insightly and Systeme IO?
Yes! Latenode allows custom JavaScript code for advanced transformations, ensuring data compatibility between Insightly and Systeme IO for tailored workflows.
Are there any limitations to the Insightly and Systeme IO integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: