Insightly unifies CRM and project delivery so closed deals flow into execution. With Zapier, every FormBuilder response flows into Insightly the moment it's submitted — no code, no exports, no copy-paste.
Free on every plan · No credit card required
What teams automate
Send new leads from your forms straight into your sales pipeline.
Create or update contacts and opportunities in Insightly the moment someone submits your lead capture or contact form
Route demo requests and quote inquiries into your Insightly pipeline with every field mapped
Attach quiz scores and survey answers to contacts and opportunities in Insightly for smarter lead scoring
Field mapping
In Zapier's editor, your form's actual fields appear by name — point each one at a Insightly field once, and every future response follows the map.
Setup
Most people connect a form to Insightly in under five minutes.
Create a form or start from 300+ templates — lead capture, intake, surveys, quizzes.
In Settings → API & Zapier, generate a key and copy it once.
In Zapier, pick FormBuilder's "New Form Response" trigger and connect with your key.
Add a Insightly action, map your fields, turn it on. Done.
Questions
Create a free FormBuilder account, generate an API key in Settings → API & Zapier, then create a Zap in Zapier with FormBuilder's "New Form Response" trigger and a Insightly action. Every new submission flows to Insightly automatically.
Yes — Zapier connectivity is included on every FormBuilder plan, including the free plan. Zapier itself offers a free tier for simple two-step Zaps.
No. The connection is fully no-code: pick your form, map its fields to Insightly in Zapier's editor, and turn the Zap on.
FormBuilder uses instant webhooks (REST hooks), so responses are delivered to Zapier — and on to Insightly — within seconds of submission.
Yes. Add a Zapier filter on any answer — for example, only submissions where budget exceeds a threshold — or use FormBuilder's conditional logic to shape what gets asked in the first place.
Keep exploring
Build the form once. FormBuilder and Zapier deliver every response to Insightly — while you do literally anything else.
Start freeUnlimited forms on the free plan · Set up in minutes