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Insightly

Insightly Integration

Seamlessly manage leads and contacts in your Insightly CRM account with the help of automated data collection and document generation.

Formstack Forms + Insightly

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Integration Overview

With the Insightly integration for Formstack Forms, you can feed form data into your Insightly CRM account automatically. Simplify the creation and management of leads and contacts so you can improve your sales efforts and follow up with prospects and customers faster.

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Partner Overview

Insightly provides customer relationship management software for businesses of all sizes across a range of industries such as manufacturing, consulting, professional services, media and advertising, nonprofit, and technology. With more than 1.5 million users and over 25,000 companies worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users.

Use the integration to:

  • Collect prospect and customer data and instantly send it to your Insightly account
  • Automatically update existing contact records with new information
  • Save time by eliminating manual data entry from your workflows

What You Need

How It Works

  1. Quickly create a Formstack form using our easy-to-use, drag-and-drop form builder.
  2. Log in to Zapier, select Formstack as your trigger Zap, and connect it to your Insightly account. This is where you can determine the action you’d like the Zap to take within Insightly after a form is submitted. 
  3. Map form fields to the relevant fields in Insightly. You’ll be able to start sending form data to Insightly in a matter of minutes.

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Find Out More

For more information on using Formstack Forms with Insightly, check out Zapier's guide.

Formstack Documents + Insightly

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Integration Overview

Pair Formstack Documents with Insightly to automatically generate all of your sales documents, including contracts, quotes, proposals, and invoices.

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Partner Overview

Insightly provides customer relationship management software for businesses of all sizes across a range of industries such as manufacturing, consulting, professional services, media and advertising, nonprofit, and technology. With more than 1.5 million users and over 25,000 companies worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users.

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Use the integration to:

  • Merge data from Insightly into custom document templates
  • Automatically generate sales documents such as contracts, quotes, proposals, and invoices
  • Deliver custom documents to leads and customers via email or a variety of third-party options

What You Need

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How It Works

  1. Upload your own fillable PDF, Word, Excel, or PowerPoint document; or build one from scratch within Formstack Documents.
  2. Choose to deliver your documents via email or send them to a third-party integration.
  3. Log in to your Zapier account and set up triggers for Insightly and Formstack Documents to start generating documents with your Insightly data.

Find Out More

For more information on using Insightly with Formstack Documents, check out this help article.

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Integration Overview

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Partner Overview

Use the integration to:

What You Need

How It Works

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