Insightly + Typeform

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.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • 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)

    Action
    Search
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
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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 moreHelp

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  • CRM (Customer Relationship Management)

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typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.
Learn moreHelp

Related categories

  • Forms & Surveys

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