Google Forms + Insightly Integration

Create Insightly contacts, leads, opportunities & projects on Google Form Submission

What is Form Director?

Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.


It is available in the Google workspace Marketplace

Please check installation instructions to install the add-on.

What is Insightly?

Insightly is a comprehensive Customer Relationship Management (CRM) software that centralizes customer data, facilitates sales management, project management, task organization, and offers reporting and dashboard tools to optimize business productivity and enhance relationship-building efforts.
Sign in and experience a cloud-based CRM platform built for lifelong customer relationships. 

Google Forms to Insightly: Use Case(s)

> "Create records" in Insightly on Google Form Submission.

Google Forms

Create contacts/ lead/  opportunity/ project on Form Submit

Form Director


Demo Video: How to create Contacts, Leads, Opportunities, Projects on Insightly  from Google Forms?

Setting up Insightly

Configuring Insightly

Insightly uses API key authorization

To know your API key go to user settings in Insightly and you will find API key .

How to get API key from Insightly?

Setup Mapping


Email Template


Finish setting up

You are all set to create contacts  on your Google Form submission.

Your contacts will be created.

You are all set to create contact, leads, projects and opportunities on your Google Form submission.

Sample Output