INSIGHTLY

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.

• Login into Insightly

• Click on avatar image on the top right corner

• Click on User Settings

• 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. 

• Send your own customized emails on form submission to your audience.

• Click Pick Drive Files to attach files to Email.

• Add attachments from previous service results.

• Select the required service result.

• Mention the service name.

• Select the application as "Insightly".

• Select the "Update" service.

• Authenticate with Insightly CRM.

• Select the required entity.

• Select the update field.

• Mapping of form fields to that of app fields is to be done in order to update 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. 

• Send your own customized emails on form submission to your audience.

• Click Pick Drive Files to attach files to Email.

• Add attachments from previous service results.

• Select the required service result.