INSIGHTLY

Google Forms to Insightly: Create Insightly contacts & opportunities on Google Form Submission

What is Form Director?

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

Installation:

It is available in the G Suite Marketplace and Chrome Web Store. Please check installation instructions to install the add-on.

What is Insightly?

Insightly is the CRM software for Gmail, G Suite and Outlook. Sign in and experience a cloud-based CRM platform built for lifelong customer relationships.

Google Forms to Insightly: Use Case(s)

> Create contact/ opportunity in Insightly when potential customers enquire a product in the website.

Google Forms

Create contacts/ opportunity on Form Submit

Form Director


Insightly

how to set up Insightly

  • Name your service
  • Choose Insightly from the list of Applications
  • Choose Create under services

Configuring Insightly

Insightly uses API key authorization

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

  • Copy the API key and paste in the key text box and click on right arrow.
  • On successful connection it will return your details.
  • Choose an entity to create.

How to get API key from Insightly?

  • Login into Insightly
  • Click on avatar image on the top right corner
  • Click on User Settings
  • Look for API Key section in User Settings GUI
  • Copy the API Key (from your Insightly GUI)

Mapping

  • Mapping of form fields to that of app fields is to be done in order to create contact with your form data.


  • Click on the add icon to add new mapping


  • Once you have done mapping you can save the service


  • Note : Mapping should be done between app field and form field of same type.

  • Click Edit Email Template and edit the template as required.


  • Click Pick Drive Files to attach files from drive through Email.


  • Click Save to save the services.




  • The Email Template looks like the following.
  • Enter your Email and customize the template.

Finish setting up

  • Save your service.

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

  • Submit Google Form

Your contacts will be created.

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