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 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


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.


  • 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.


  • 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.