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Sync Omnisend campaign performance with Insightly CRM to qualify leads faster. Latenode's visual editor simplifies building custom logic for automated lead scoring and personalized follow-ups, offering affordable scaling and JavaScript options.
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Create a New Scenario to Connect Omnisend and Insightly
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Omnisend, triggered by another scenario, or executed manually (for testing purposes). In most cases, Omnisend or Insightly will be your first step. To do this, click "Choose an app," find Omnisend or Insightly, and select the appropriate trigger to start the scenario.
Add the Omnisend Node
Select the Omnisend node from the app selection panel on the right.
Omnisend
Configure the Omnisend
Click on the Omnisend node to configure it. You can modify the Omnisend URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Insightly Node
Next, click the plus (+) icon on the Omnisend node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
Omnisend
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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.
Configure the Omnisend 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 Omnisend and Insightly 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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Insightly
Trigger on Webhook
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Omnisend
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Omnisend, Insightly, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Omnisend and Insightly integration works as expected. Depending on your setup, data should flow between Omnisend and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Shopify + Insightly + Omnisend: When a new customer is created in Shopify, a contact is created in Insightly. The same customer is then added to Omnisend for targeted marketing campaigns.
Insightly + Omnisend + Slack: When a new opportunity is created in Insightly, a customer welcome sequence is triggered in Omnisend. Then, a congratulatory message is sent to the sales team in Slack.
About Omnisend
Use Omnisend in Latenode to automate email & SMS marketing based on real-time data. Connect e-commerce platforms and CRMs, then trigger personalized campaigns. Stop overspending on rigid marketing tools. Latenode's visual editor and flexible logic create scalable automation at a fraction of the cost.
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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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How can I connect my Omnisend account to Insightly using Latenode?
To connect your Omnisend account to Insightly on Latenode, follow these steps:
Can I update Insightly contacts with new Omnisend subscriber data?
Yes, you can! Latenode allows you to seamlessly update Insightly contacts with new subscriber data from Omnisend, ensuring your data is always synced, with advanced logic and custom Javascript blocks.
What types of tasks can I perform by integrating Omnisend with Insightly?
Integrating Omnisend with Insightly allows you to perform various tasks, including:
Can I use JavaScript code to transform data between Omnisend and Insightly?
Yes! Latenode lets you use custom JavaScript code for complex data transformations, extending Omnisend and Insightly beyond basic field mappings.
Are there any limitations to the Omnisend and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: