Insightly Integration

Use seamless data collection and document generation to easily manage leads and contacts in your Insightly CRM account.

Create custom, smart workflows

The Formstack Insightly integration is simple to set up and enables you to send form data to your Insightly CRM account automatically.
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Integration Overview

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Partner Overview

Use the integration to:

What You Need
How It Works
Collect Data

Collect customer data with professionally designed forms and surveys and instantly direct the information to Insightly.

Update Contacts

Instantly update existing contact records in Insightly with new form data.

Automate Workflows

Save time and reduce entry errors by eliminating manual data entry from your workflows.


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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.

Streamline your sales process with intelligent workflows

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

Try It Free

Partner Overview

Use the integration to:

What You Need
How It Works
Map Data

Automatically input collected form data into mapped fields in Insightly.

Generate Documents

Automatically generate sales documents such as contracts, quotes, proposals, invoices, and more.

Deliver Anywhere

Instantly deliver custom documents to leads and customers with flexible delivery options.

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Read this help article to learn how to set up automated Insightly document generation workflows today. 


Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need
How It Works
Find Out More