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How to connect Kommo and Insightly
Create a New Scenario to Connect Kommo and Insightly
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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Insightly will be your first step. To do this, click "Choose an app," find Kommo or Insightly, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Insightly Node
Next, click the plus (+) icon on the Kommo node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
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Authenticate Insightly
Now, click the Insightly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Insightly settings. Authentication allows you to use Insightly through Latenode.
Configure the Kommo and Insightly 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 Kommo and Insightly 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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Insightly
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Kommo, Insightly, 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 Kommo and Insightly integration works as expected. Depending on your setup, data should flow between Kommo and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Kommo and Insightly
Kommo + Insightly + Slack: When a deal reaches a closed stage in Kommo, a new project is created in Insightly to manage the post-sale process. A notification is then sent to a designated Slack channel to inform the sales team about the new project.
Insightly + Kommo + Google Sheets: When a lead is updated in Insightly, the corresponding lead information is updated in Kommo. Subsequently, the changes are logged in Google Sheets for reporting and tracking purposes.
Kommo and Insightly integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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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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See how Latenode works
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FAQ Kommo and Insightly
How can I connect my Kommo account to Insightly using Latenode?
To connect your Kommo account to Insightly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Insightly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Kommo contacts to Insightly automatically?
Yes, you can! Latenode’s visual editor simplifies syncing new Kommo contacts to Insightly, ensuring your contact data is always consistent across platforms, saving time and improving efficiency.
What types of tasks can I perform by integrating Kommo with Insightly?
Integrating Kommo with Insightly allows you to perform various tasks, including:
- Create new Insightly contacts from new Kommo leads.
- Update Insightly opportunities when deals change in Kommo.
- Create Kommo tasks when new projects are created in Insightly.
- Sync contact information between Kommo and Insightly in real-time.
- Trigger custom notifications based on events in either Kommo or Insightly.
Can I use JavaScript to transform data between Kommo and Insightly?
Yes! Latenode allows you to use JavaScript code blocks to transform data, providing ultimate flexibility beyond simple field mapping and advanced logic.
Are there any limitations to the Kommo and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual setup outside of standard workflows.
- Complex data transformations may require advanced JavaScript knowledge.
- Rate limits of Kommo and Insightly APIs might affect large-scale data syncs.
