When this happens...
Assessment GeneratorNew Assessment Taker
Then do this...
InsightlyCreate Contact

Assessment Generator engages your audience and generates marketing leads. Take the hassle out of keeping track of new leads by automatically adding users who have taken your Assessments to your Insightly contact list.

Note: The assessment needs to be configured to require that the user register before receiving their results.

How It Works

  1. A user takes an assessment and enters their name and email address
  2. Zapier creates a new contact in your Insightly contact database

What You Need

  • Assessment Generator account
  • Insightly account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Assessment Generator + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Assessment Taker

Triggers when a new user takes your assessment and enters their name and email address.

Create Contact

Create a new contact in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Note

Create a new note in your Insightly account.

New Project

Triggers when a new project is created within your Insightly account.

Create Project

Creates a new project in your Insightly account.

New Organization

A new organization was created in your Insightly account.

Create Opportunity

Create a new opportunity in your Insightly account.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Easily create assessments, questionnaires, and quizzes that you can add to any website to engage users.

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.