INSIGHTLY

Insightly is the #1 CRM software for Gmail, G Suite and Outlook. Sign in and experience a cloud-based CRM platform built for lifelong customer relationships.

Setting 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

Mapping

Steps for mapping from field with Trello fields

  • Click on setup mapping
  • Choose the form field
  • choose the app field
  • click save

Finish setting up

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