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.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Update Record
Updates a Record
- Free forever for core features
- 14 day trial for premium features & apps
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)
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Insightly ObjectRequired
Try It
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
Try It
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.
Related categories
Similar apps
Zoho CRM
CRM (Customer Relationship Management), Zoho
Pipedrive
CRM (Customer Relationship Management)
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
