INSIGHTLY

Google Forms to Insightly: Create Insightly contacts, leads, opportunities & projects 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, lead, opportunity, project in Insightly

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?

how to set 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.