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Insightly

Insightly is the customer relationship management platform widely used by businesses from all industries worldwide. Customer contact management makes it easy for teams to automate workflow and advanced reporting!

Thanks to the integration of forms.app and Insightly, it is possible to obtain quality data by collecting potential customer information. By leveraging this integration, you define lead profiles for your business. Thus, you can do wonders in many areas such as marketing, sales, customer service!

How to connect your forms with Insightly via Zapier

With the integration of forms.app and Insightly on Zapier, you can create a new customer record, update the existing description when you need it, and search your record list.

What you need to get started:

● forms.app account

● An Insightly account

● A Zapier account

How to set up this integration?

Click the 'Use This Integration' button.
Once you are redirected to the Zapier page, click the “forms.app + Insightly Connect” button.
Sign in to your Zapier and forms.app accounts.
Follow the simple steps to set up the integration you like.
End the integration and enable Zap.

You are now ready! You can collect potential customer information with Insightly through the forms you create using forms.app and start growing your target audience.