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Unify customer data across Insightly CRM and Vitally for a 360° view. Latenode’s visual editor and affordable pricing make it easier to automate lead nurturing based on health scores and lifecycle stage, enhanced by custom JavaScript logic.
Connect Insightly and Vitally in minutes with Latenode.
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Create a New Scenario to Connect Insightly and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find Insightly or Vitally, 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 Vitally Node
Next, click the plus (+) icon on the Insightly node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Insightly
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Vitally
Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the Insightly and Vitally 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 Vitally 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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Vitally
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, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between Insightly and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Vitally + Slack: When a new opportunity is created in Insightly, and a new user is created in Vitally, send a notification to a Slack channel to alert the customer success team.
Vitally + Insightly + Google Sheets: When a user is updated in Vitally and an opportunity is updated in Insightly, log the user's data and opportunity details to a Google Sheet for tracking customer health scores and deal amounts.
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 Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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How can I connect my Insightly account to Vitally using Latenode?
To connect your Insightly account to Vitally on Latenode, follow these steps:
Can I sync new Insightly leads into Vitally?
Yes, you can! Latenode’s visual editor makes it easy to sync Insightly leads to Vitally, ensuring your customer data is always up-to-date. Enjoy seamless collaboration and enhanced insights.
What types of tasks can I perform by integrating Insightly with Vitally?
Integrating Insightly with Vitally allows you to perform various tasks, including:
How secure is Insightly data when connected through Latenode?
Latenode employs industry-standard encryption and security protocols, ensuring the confidentiality and integrity of your Insightly data at all times.
Are there any limitations to the Insightly and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: