Create Insightly leads from new Typeform entries
Effortlessly generate leads in Insightly when new entries are submitted in Typeform. This workflow enables you to capture valuable information from your Typeform responses and turns them into leads within your Insightly account. Save time and streamline your lead management process with this seamless automation.
Effortlessly generate leads in Insightly when new entries are submitted in Typeform. This workflow enables you to capture valuable information from your Typeform responses and turns them into leads within your Insightly account. Save time and streamline your lead management process with this seamless automation.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Create Record
Creates a Record
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FormRequired
Try ItForm To DuplicateRequired
Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
Title of Your Duplicate Form (leave blank for same title)
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Insightly ObjectRequired
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title of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
FormRequired
responses submitted since the specified date and time.
responses submitted until the specified date and time.
search for responses that include the specified string.
search for responses that are complete.
maximum number of responses to fetch (default: 25, max: 1000)
Insightly ObjectRequired
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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.