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Unify lead and customer data across Insightly and Zoho CRM for streamlined sales. Latenode’s visual editor and affordable execution-based pricing make complex data syncs easy, while JavaScript support handles advanced transformations.
Connect Insightly and Zoho CRM in minutes with Latenode.
Create Insightly to Zoho CRM workflow
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Create a New Scenario to Connect Insightly and Zoho CRM
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 Zoho CRM will be your first step. To do this, click "Choose an app," find Insightly or Zoho CRM, 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 Zoho CRM Node
Next, click the plus (+) icon on the Insightly node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
Insightly
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Zoho CRM
Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Insightly and Zoho CRM 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 Zoho CRM 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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Zoho CRM
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, Zoho CRM, 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 Zoho CRM integration works as expected. Depending on your setup, data should flow between Insightly and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Insightly + Zoho CRM + Google Sheets: When a new contact is created in Insightly, a corresponding contact is created in Zoho CRM. The creation event is then logged in a Google Sheets spreadsheet for auditing purposes.
Zoho CRM + Insightly + Slack: When a lead is updated in Zoho CRM or Insightly, check if opportunity status is 'converted'. If so, post a message 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 Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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How can I connect my Insightly account to Zoho CRM using Latenode?
To connect your Insightly account to Zoho CRM on Latenode, follow these steps:
Can I sync new Insightly contacts to Zoho CRM?
Yes, you can! Latenode automates contact syncing between Insightly and Zoho CRM. Ensure data consistency & save time by instantly transferring new leads.
What types of tasks can I perform by integrating Insightly with Zoho CRM?
Integrating Insightly with Zoho CRM allows you to perform various tasks, including:
Can I use JavaScript to transform data between Insightly & Zoho CRM?
Yes! Latenode allows you to use JavaScript for advanced data transformations, ensuring seamless compatibility between Insightly and Zoho CRM fields.
Are there any limitations to the Insightly and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: