Integrate Insightly with Typeform
Send information between Insightly and Typeform automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create Insightly contacts from new Typeform entries
This flow creates a contact in Insightly whenever a new response is submitted in Typeform. That way, you can be sure that every time a potential customer expresses interest in your business, your CRM system has automatically recorded their information.
How it works
1. A new submission is made in Typeform.
2. Zoho Flow adds the corresponding contact in Insightly.
Create Insightly contacts from new Typeform entries
Typeform + Insightly
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Supported triggers and actions
Integrate Insightly and Typeform using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
Entry submitted
Triggers when a new entry is submitted in the selected form
All Actions - Actions are the automated tasks
Create Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
What is Typeform?
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Custom functions
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
