INSIGHTLY
Google Forms + Insightly Integration
Create Insightly contacts, leads, opportunities & projects on Google Form Submission
How to integrate your Google Form with Insightly?
You can integrate Google Forms with Insightly using Form Director. Form Director enables you to connect Google Forms with Insightly, allowing you to create contacts, leads, opportunities & projects based on form responses.
When a user submits a Google Form, the responses are automatically sent to Insightly, where contacts, leads, opportunities & projects are created accordingly.
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.
Installation:
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
Insightly
Demo Video: How to create Contacts, Leads, Opportunities, Projects on Insightly from Google Forms?
Setting up Insightly
Name your service.
Choose Insightly from the list of Applications.
Choose Contacts 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)
Setup 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.
Notification
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Click Pick Drive Files to attach files to Email.
Add attachments from previous service results.
Select the required service result.
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.
Sample Output
