Lessonspace and Insightly Integration

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Automatically create or update Insightly contacts after Lessonspace sessions, ensuring seamless lead management. Latenode's flexible API integration and affordable pricing lets you scale this workflow easily.

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Lessonspace

Insightly

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Lessonspace and Insightly

Create a New Scenario to Connect Lessonspace 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 Lessonspace, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lessonspace or Insightly will be your first step. To do this, click "Choose an app," find Lessonspace or Insightly, and select the appropriate trigger to start the scenario.

Add the Lessonspace Node

Select the Lessonspace node from the app selection panel on the right.

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Lessonspace

Configure the Lessonspace

Click on the Lessonspace node to configure it. You can modify the Lessonspace URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Lessonspace

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Connect Lessonspace

Sign In

Run node once

Add the Insightly Node

Next, click the plus (+) icon on the Lessonspace 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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Lessonspace

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Insightly

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.

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Lessonspace

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Insightly

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Sign In

Run node once

Configure the Lessonspace 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.

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Insightly Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Lessonspace 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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Trigger on Webhook

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Save and Activate the Scenario

After configuring Lessonspace, 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 Lessonspace and Insightly integration works as expected. Depending on your setup, data should flow between Lessonspace 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 Lessonspace and Insightly

Lessonspace + Insightly + Slack: When a Lessonspace session ends, the automation updates the corresponding contact in Insightly with session details and sends a summary of the session to a designated Slack channel for record-keeping and team awareness.

Insightly + Lessonspace + Google Calendar: When a new lead is added to Insightly, the automation creates a new, unified Lessonspace for an introductory session, then adds the session details to Google Calendar so the session is scheduled and visible.

Lessonspace and Insightly integration alternatives

About Lessonspace

Automate Lessonspace session management inside Latenode. Trigger meetings based on CRM data, automatically create follow-up tasks, and log attendance. Integrate with billing and email systems for a seamless user experience. Using Latenode, you reduce manual admin and create workflows that connect learning platforms with other key business tools, scaling onboarding and education efforts.

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.

See how Latenode works

FAQ Lessonspace and Insightly

How can I connect my Lessonspace account to Insightly using Latenode?

To connect your Lessonspace account to Insightly on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Lessonspace and click on "Connect".
  • Authenticate your Lessonspace and Insightly accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Insightly contacts from new Lessonspace sessions?

Yes, you can! Latenode lets you automate contact creation, ensuring no lead is missed. Use visual logic and data transformations for perfect Insightly contact records.

What types of tasks can I perform by integrating Lessonspace with Insightly?

Integrating Lessonspace with Insightly allows you to perform various tasks, including:

  • Create new Insightly contacts from Lessonspace session participants.
  • Update Insightly opportunity stages based on Lessonspace session outcomes.
  • Log Lessonspace session details as notes in Insightly contacts.
  • Trigger email campaigns in Insightly after a Lessonspace session ends.
  • Create Insightly tasks to follow up after each Lessonspace session.

How can I customize data transferred from Lessonspace to Insightly?

Latenode's data transformation blocks allow precise mapping and formatting. Use JavaScript or AI to tailor Lessonspace data for Insightly fields.

Are there any limitations to the Lessonspace and Insightly integration on Latenode?

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

  • Real-time data sync depends on the API limits of both Lessonspace and Insightly.
  • Complex data transformations may require some JavaScript knowledge.
  • Historical data migration might require a custom workflow.

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