Insightly + Typeform

Update Insightly leads when new Typeform entries are received

Save time and ensure your leads are up-to-date with this seamless Typeform to Insightly workflow. Submitting a new entry in Typeform will automatically update the corresponding lead in Insightly, keeping your CRM organized and fresh. Focus on nurturing your leads without worrying about manual updates.

Save time and ensure your leads are up-to-date with this seamless Typeform to Insightly workflow. Submitting a new entry in Typeform will automatically update the corresponding lead in Insightly, keeping your CRM organized and fresh. Focus on nurturing your leads without worrying about manual updates.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Update Record

    Updates 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
insightly logo
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

Related categories

  • 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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