RD Station and Insightly Integration

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Sync new RD Station leads to Insightly for streamlined sales. Latenode's visual editor makes complex lead qualification logic simple, and affordable pricing means scaling your automation won't break the bank.

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RD Station

Insightly

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Insightly

Create a New Scenario to Connect RD Station and Insightly

In the workspace, click the β€œCreate 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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or Insightly will be your first step. To do this, click "Choose an app," find RD Station or Insightly, and select the appropriate trigger to start the scenario.

Add the RD Station Node

Select the RD Station node from the app selection panel on the right.

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RD Station

Configure the RD Station

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

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Connect RD Station

Sign In
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Run node once

Add the Insightly Node

Next, click the plus (+) icon on the RD Station 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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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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Run node once

Configure the RD Station 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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The action ID

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Run node once

Set Up the RD Station 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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Save and Activate the Scenario

After configuring RD Station, 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 β€œRun once” and triggering an event to check if the RD Station and Insightly integration works as expected. Depending on your setup, data should flow between RD Station 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 RD Station and Insightly

RD Station + Insightly + Slack: When a new lead conversion occurs in RD Station, a new contact is created in Insightly, and a welcome message is sent to a designated Slack channel.

Insightly + RD Station + Google Sheets: When an opportunity is updated in Insightly, the event is logged in RD Station as a conversion event, and the update is tracked in a Google Sheet.

RD Station and Insightly integration alternatives

About RD Station

Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.

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 RD Station and Insightly

How can I connect my RD Station account to Insightly using Latenode?

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

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

Can I sync new RD Station leads to Insightly?

Yes, you can! Latenode lets you instantly sync leads, enriching data with AI. This keeps your Insightly CRM updated, ensuring sales acts on the hottest leads.

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

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

  • Create new Insightly contacts from RD Station lead conversions.
  • Update Insightly opportunities when deals are closed in RD Station.
  • Sync RD Station lead data to Insightly custom fields.
  • Trigger email sequences in RD Station based on Insightly activity.
  • Create Insightly tasks for sales reps from high-scoring RD Station leads.

What RD Station data can I access in Latenode workflows?

Latenode gives you access to all RD Station lead and conversion data, powering automations based on form submissions, email interactions, and more.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • Real-time syncing depends on RD Station and Insightly API availability.
  • Historical data migration requires manual setup.

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