Google Forms to Insightly
Google Forms + Insightly Integration
Google Forms + Insightly Integration
Create Insightly contacts, leads, opportunities & projects on Google Form Submission and notify on Google Chat
Use Case
Use Case
If you are using a CRM system like Insightly and want to capture or onboard contacts, leads etc via a simple Google Form, you can use AppiWorks add-on on Google Forms to configure the same. This helps to setup onboarding in to Insightly at a scale without having to share Insightly access (typically licensed) to people in the onboarding process.
Once creation of contacts, leads etc on Insightly is done, AppiWorks can notify via Google Chat (or other communication medium of your choice) based on the configuration.
Usage Demo Video: How to create contact in Insightly CRM on submission of google form?
Usage Demo Video: How to create contact in Insightly CRM on submission of google form?