Collect customer data with professionally designed forms and surveys and instantly direct the information to Insightly.
Instantly update existing contact records in Insightly with new form data.
Save time and reduce entry errors by eliminating manual data entry from your workflows.
The Advanced Integrations feature is required to use the Insightly integration with Formstack Forms. Get access to a suite of powerful integrations that make it easy to manage your form data between apps. Learn more.
Automatically input collected form data into mapped fields in Insightly.
Automatically generate sales documents such as contracts, quotes, proposals, invoices, and more.
Instantly deliver custom documents to leads and customers with flexible delivery options.
Read this help article to learn how to set up automated Insightly document generation workflows today.