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Integrations CRM Insightly

Advanced Integration

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Formstack Insightly Integration

Use Formstack's powerful data capture forms to create or update leads and contacts in your Insightly CRM account.

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Insightly is a CRM platform that helps businesses grow faster via stronger customer relationships. With Formstack's integration, you can send form data to your Insightly account and automatically create or update lead and contact records. No manual data entry needed! Collect customer data with professionally designed forms & surveys, keep existing records up-to-date, and enhance your lead capture with smart form conversion tools.

  • Map form fields to your fields in Insightly
  • Create or update leads & contacts in your Insightly CRM account
  • Collect customer data and capture more leads with beautifully designed forms & surveys

This Insightly CRM integration is one of Formstack's Advanced Integrations - sign up here.

What You Need

  • Insightly CRM account
  • Formstack account

How It Works

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Build Forms

Quickly build mobile-friendly forms from scratch or get a head start with a pre-made template.

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Connect

Once you've signed up for our integration pack, connect your Formstack & Insightly CRM accounts.

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Map Data

Easily map data from your Formstack form(s) to your contact objects in Insightly CRM.

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Go!

Turn on the integration, and the data sync from Formstack to Insightly CRM will become automated.

Automate your Insightly data collection.

Learn how Formstack's Advanced Integrations add-on can help you streamline your data flow and free your team from manual data uploads.