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Insightly + Google Docs + Cognito Forms Integrations

How to connect Insightly + Google Docs + Cognito Forms

Zapier lets you send info between Insightly, Google Docs, and Cognito Forms automatically—no code required.

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Do even more with Insightly + Google Docs + Cognito Forms

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Insightly, Google Docs, and Cognito Forms. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

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How Insightly + Google Docs + Cognito Forms Integrations Work

  1. Step 1: Authenticate Insightly, Google Docs, and Cognito Forms.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
insightly logo

About Insightly

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.
Learn more

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  • CRM (Customer Relationship Management)

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google-docs logo
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About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
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About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn more

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