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Sync Sinch SMS data to Insightly CRM for complete lead and contact management. Latenode’s visual editor simplifies complex workflows, while affordable pricing lets you scale SMS marketing and sales automations without breaking the bank.
Connect Sinch and Insightly in minutes with Latenode.
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Create a New Scenario to Connect Sinch 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 Sinch, triggered by another scenario, or executed manually (for testing purposes). In most cases, Sinch or Insightly will be your first step. To do this, click "Choose an app," find Sinch or Insightly, and select the appropriate trigger to start the scenario.
Add the Sinch Node
Select the Sinch node from the app selection panel on the right.
Sinch
Add the Insightly Node
Next, click the plus (+) icon on the Sinch node, select Insightly from the list of available apps, and choose the action you need from the list of nodes within Insightly.
Sinch
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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 Sinch 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 Sinch 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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Sinch
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Sinch, 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 Sinch and Insightly integration works as expected. Depending on your setup, data should flow between Sinch and Insightly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Sinch + Insightly + Google Sheets: When a new SMS is received via Sinch, the flow finds the contact in Insightly using the phone number. It then logs the SMS details (sender, recipient, message body, timestamp) to a designated Google Sheet for reporting and analysis.
Sinch + Insightly + Slack: When an SMS is received via Sinch, the flow searches for the corresponding lead in Insightly using the phone number. If a lead is found, a notification is sent to a designated Slack channel, including the lead's name, the SMS content, and a link to the lead's record in Insightly.
About Sinch
Use Sinch in Latenode to automate SMS tasks. Send messages for order updates, appointment reminders, or two-factor authentication directly from your workflows. Benefit from Latenode's visual editor to easily integrate Sinch with other apps. Scale communication tasks without complex coding or expensive per-step pricing.
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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 Sinch account to Insightly using Latenode?
To connect your Sinch account to Insightly on Latenode, follow these steps:
Can I automatically send SMS on new Insightly leads?
Yes, you can! Latenode's visual editor makes it easy to trigger Sinch SMS sends based on new Insightly leads. Get instant notifications and boost engagement.
What types of tasks can I perform by integrating Sinch with Insightly?
Integrating Sinch with Insightly allows you to perform various tasks, including:
What Sinch events can trigger workflows in Latenode?
Sinch message received and call initiated events can trigger workflows. Latenode gives you the power to react in real-time, using any connected app!
Are there any limitations to the Sinch and Insightly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: