Insightly and X (Twitter) Integration

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Automatically enrich Insightly leads with X (Twitter) data, identifying key influencers and relevant conversations. Latenode's visual editor and affordable execution pricing make scaling your social selling efforts easy and cost-effective, with custom JavaScript to refine data as needed.

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Insightly

X (Twitter)

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Insightly and X (Twitter)

Create a New Scenario to Connect Insightly and X (Twitter)

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 X (Twitter) will be your first step. To do this, click "Choose an app," find Insightly or X (Twitter), 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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Insightly

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Connect Insightly

Sign In

Run node once

Add the X (Twitter) Node

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

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X (Twitter)

Authenticate X (Twitter)

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

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Insightly

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Connect X (Twitter)

Sign In

Run node once

Configure the Insightly and X (Twitter) 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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Connect X (Twitter)

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Select an action *

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Run node once

Set Up the Insightly and X (Twitter) 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, X (Twitter), 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 X (Twitter) integration works as expected. Depending on your setup, data should flow between Insightly and X (Twitter) (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 X (Twitter)

Insightly + X (Twitter) + Slack: When a new lead is created in Insightly, a welcome tweet is sent to the lead's Twitter handle, and a notification is sent to a designated Slack channel to inform the sales team.

X (Twitter) + Insightly + Google Sheets: This automation tracks tweets mentioning your company. Each tweet is added as a new lead in Insightly, and the tweet details are logged in a Google Sheets spreadsheet.

Insightly and X (Twitter) 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 X (Twitter)

Automate social listening and brand monitoring with X (Twitter) in Latenode. Track mentions, analyze sentiment, and trigger alerts or actions based on real-time tweets. Use no-code tools or custom JavaScript to filter, format, and route data to your team or other apps, creating scalable workflows for social media management without complex coding.

See how Latenode works

FAQ Insightly and X (Twitter)

How can I connect my Insightly account to X (Twitter) using Latenode?

To connect your Insightly account to X (Twitter) 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 X (Twitter) accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Insightly contacts from X (Twitter) mentions?

Yes, you can! Latenode lets you create workflows that automatically update Insightly contacts based on X (Twitter) activity, saving time and ensuring your CRM data is always up-to-date with relevant social interactions.

What types of tasks can I perform by integrating Insightly with X (Twitter)?

Integrating Insightly with X (Twitter) allows you to perform various tasks, including:

  • Create new Insightly contacts from new X (Twitter) followers.
  • Log X (Twitter) mentions as activities in Insightly.
  • Update contact details in Insightly based on X (Twitter) profile info.
  • Send direct messages on X (Twitter) when an Insightly task is completed.
  • Analyze X (Twitter) sentiment and update Insightly contact sentiment scores.

Can Latenode enrich Insightly data with X (Twitter) insights?

Yes! Latenode’s AI blocks can analyze X (Twitter) data, adding valuable social insights directly into Insightly for smarter customer relationship management.

Are there any limitations to the Insightly and X (Twitter) integration on Latenode?

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

  • Rate limits imposed by the X (Twitter) API may affect the frequency of data retrieval.
  • Historical X (Twitter) data prior to the integration setup may not be accessible.
  • Custom field updates in Insightly require careful mapping to ensure data consistency.

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