Connect Landbot and Insightly to Build Intelligent Automations

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Landbot

When this happens...

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Insightly

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Updated Contact

New or Updated Contact

Triggers when a new contact is created or updated.

New Document Template

New Document Template

Triggers when new document template is created.

New Email

New Email

Triggers when new email is send.

New or Updated Event

New or Updated Event

Trigger when a event is created or updated.

New or Updated Lead

New or Updated Lead

Triggers when new lead is created or updated.

New or Updated Opportunities

New or Updated Opportunities

Triggers when new opportunity is created or updated.

Do thisActions

Action is the task that follows automatically within your Landbot integrations.

Get  a Channel

Get a Channel

Get an existing channel by its channel ID

List Channels

List Channels

List all existing channels

Delete a Channel

Delete a Channel

Delete an existing Channel by its channel ID

List Customers

List Customers

List all existing Customers

Get a Customer

Get a Customer

Get an existing Customer by Customer ID

Delete a Customer

Delete a Customer

Delete an existing Customer by Customer Id

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Frequently Asked Questions

How do I start an integration between Landbot and Insightly?

To start, connect both your Landbot and Insightly accounts to viaSocket. Once connected, you can set up a workflow where an event in Landbot triggers actions in Insightly (or vice versa).

Can we customize how data from Landbot is recorded in Insightly?

Absolutely. You can customize how Landbot data is recorded in Insightly. This includes choosing which data fields go into which fields of Insightly, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Landbot and Insightly?

The data sync between Landbot and Insightly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Landbot to Insightly?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Landbot and Insightly?

Yes, you can set conditional logic to control the flow of data between Landbot and Insightly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Landbot

About Landbot

Landbot is a no-code chatbot platform that enables users to create conversational chatbots designed to improve customer engagement and collect valuable user insights. It allows the deployment of chatbots on websites, WhatsApp, or Facebook Messenger without any coding knowledge.

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Insightly

About Insightly

Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.

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