Formstack Forms + Insightly Integration

Integrate Formstack Forms to Insightly in one click, or tell Integrately AI how you want each submission handled. Create contacts and leads, update your CRM, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formstack Forms
    Submission is done in Formstack Forms Instant
  • Formstack Forms
    Form is added in Formstack Forms
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
Arrow Right
2.
  • Formstack Forms
    Create submission for a form in Formstack Forms
  • Insightly
    Update task in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly

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Ready Workflows Ready Workflows for Formstack Forms + Insightly Integration

Capture submissions, create contacts, update leads, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Formstack Forms + Insightly Integration

Create Insightly contact for new Formstack Forms response

When someone completes your Formstack Forms, a new contact is automatically created in your Insightly. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Formstack Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Formstack Forms - Insightly integration set up makes it easy to manage your customer relationships and grow your business.
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Formstack Forms + Insightly flow

Connect more of your favourite tools to handle data exports, marketing campaigns, and team alerts. Pick a combination and activate it in one click.

Formstack Forms
Insightly
+
Google SheetsGoogle Sheets (3)
+
MailchimpMailchimp (2)
+
GmailGmail (2)
+
SlackSlack (2)
+
CalendlyCalendly (2)
+
StripeStripe (2)
F
G
I
Add every Formstack Forms submission to your Google Sheets spreadsheet, and create a contact in Insightly
Formstack Forms submissions appear in your Google Sheets and Insightly CRM instantly without manual data entry.
I
G
F
When a new lead is created in Insightly, log it in Google Sheets and create a form submission in Formstack Forms
New Insightly leads update your Google Sheets spreadsheet and trigger a Formstack Forms submission automatically.
I
G
F
When an Insightly contact is updated, refresh the matching Google Sheets row and log the event in Formstack Forms
Updated Insightly contacts sync to Google Sheets and Formstack Forms instantly to prevent outdated records.

Supported triggers and actions for Formstack Forms and Insightly

Mix and match to build the exact automation you need

Formstack Forms
Formstack Forms Triggers & Actions
Instant
Submission is done in Formstack Forms
Triggers the automation when a new submission is received
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Form is added in Formstack Forms
Triggers the automation when a new form is added
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Create submission for a form in Formstack Forms
Generates a new form submission
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Insightly
Insightly Triggers & Actions
Task is created in Insightly
Triggers the automation when a new task is created
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Lead is created in Insightly
Triggers the automation when a new lead is created
Try it →
Lead is updated in Insightly
Triggers the automation when the lead information is updated
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Organisation is added in Insightly
Triggers the automation when a new organization is created
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Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
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Contact is updated in Insightly
Triggers the automation when a contact is updated
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Contact is created in Insightly
Triggers the automation when a new contact is created
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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
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Update task in Insightly
Updated a task
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Update Contact in Insightly
Updates contact information
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Get task by ID in Insightly
Retrieves task details based on ID
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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get opportunity by ID in Insightly
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Update opportunity in Insightly
Updates the opportunity details as needed
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Create contact in Insightly
Adds a new contact to the database
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Search contact in Insightly
Finds and retrieves contact information
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Create opportunity in Insightly
Creates a new instance of the support system
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Create lead in Insightly
Generates new leads for potential customers
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Search lead in Insightly
Retrieves information for a particular lead
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Create task in Insightly
Creates a new task
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Search user in Insightly
Searches for a user
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Create organisation in Insightly
Generates a new invoice
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Search organisation in Insightly
Finds and retrieves information about a organization
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Create project in Insightly
Creates a new project
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Search project in Insightly
Searches for a project
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Get contact by id in Insightly
Retrieves a contact's information based on their id
Try it →
Search opportunity in Insightly
Searches for a opportunity
Try it →
Delete opportunity in Insightly
Try it →
Link objects in Insightly
Try it →
Get project by ID in Insightly
Searches for a project using the id
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Update project in Insightly
Updates a project
Try it →
Delete project in Insightly
Auomatically deletes a project
Try it →

What can you automate with Formstack Forms + Insightly?eks

Streamline data collection, CRM updates, and team notifications with reliable automated workflows.

What you can automate?
🚀
Create Insightly contacts from Formstack Forms submissions
Turn every completed form submission into a new contact or lead in Insightly automatically. Eliminate manual data entry and ensure every prospect is logged the moment they submit your form.
📋
Capture every submitted field accurately
Map all form fields from your Formstack Forms submission into corresponding Insightly contact and lead attributes. Ensure no custom question answers or notes are lost during the transfer.
🔔
Alert your team instantly on new submissions
Trigger instant team notifications in Slack or via Gmail whenever a new submission is done in Formstack Forms. Keep sales and support staff informed of high-value inquiries without delay.
🔀
Route submissions based on form answers
Evaluate submitted form fields to route records differently in Insightly. Assign enterprise tier inquiries to senior sales reps while standard leads follow your default pipeline.
🔄
Keep CRM records up to date as data changes
Synchronise updates seamlessly between your form responses and CRM records. Ensure modified contact details or updated requirements reflect across your entire software stack.
🔍
Prevent duplicate records with smart lookups
Search existing Insightly records before creating new ones. Update current contacts if an email match exists rather than cluttering your CRM with duplicate entries.
💳
Handle later stage lifecycle events
Trigger follow-up automations when an Insightly opportunity or project changes status. Keep your financial and operational tools aligned with your sales pipeline progression.
📊
Extend your workflow to Google Sheets
Send Formstack Forms submission data to Google Sheets alongside your Insightly CRM updates. Maintain a master spreadsheet log for backup and reporting purposes.
And much more...

Who is Formstack Forms + Insightly integration for?

Teams handling customer data, sales pipelines, and intake workflows benefit from automated record syncs that eliminate manual data entry across applications.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support leads
Customer support leads
Operations managers
Operations managers
Data administrators
Data administrators
📈
Performance marketers
You're running campaigns across multiple landing pages but your CRM only updates when someone manually exports submissions, so the lead counts you're reviewing are always hours behind — this integration means every new form entry lands in Insightly instantly and your pipeline data stays current.
Sales representatives
You need to reach out to new prospective buyers immediately, but form submissions sit in your inbox until someone remembers to forward them, so hot leads go cold before you make contact — automating both apps means every submission creates an Insightly contact the second it arrives so you can follow up first.
📋
Account managers
You answer to clients who want to see intake progress and contact logs, but piecing together spreadsheet rows from form submissions takes hours every week — connecting these apps means every submission updates your Insightly records automatically and your client reporting is always up to date.
🔄
Customer support leads
The volume of inbound support inquiries is too high for anyone to keep up by hand, leading to missed client requests and duplicate records in your database — integrating these apps means every form submission populates your CRM records accurately without manual sorting.
👥
Operations managers
You own the qualification step and depend on marketing to hand over form data cleanly, but manual copy-pasting introduces errors into your customer records — this integration means every Formstack Forms submission flows directly into Insightly without data corruption.
🗂️
Data administrators
You need a reliable history of customer interactions, but manual data entry leaves frequent gaps and mismatched records across your databases — automating both apps means every form submission generates complete Insightly records with zero missing fields.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Formstack Forms + Insightly

Build and manage your Formstack Forms + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Formstack Forms + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Formstack Forms to Insightly?
Frequently Asked Questions
You can connect Formstack Forms to Insightly in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation. It links your apps alongside Google Sheets, Mailchimp, Gmail, and Slack without manual coding.
Can I automatically create Insightly contacts from Formstack Forms submissions?
Frequently Asked Questions
Can I connect Formstack Forms, Insightly, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Formstack Forms and Insightly?
Frequently Asked Questions
How does Formstack Forms data transfer to Insightly?
Frequently Asked Questions
Can I update existing Insightly contacts from form submissions?
Frequently Asked Questions
Do I need coding skills to automate Formstack Forms and Insightly?
Frequently Asked Questions
Is the Formstack Forms and Insightly integration free?
Frequently Asked Questions
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You Can Also Connect Formstack Forms or Insightly With 1500+ Other Apps

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