Insightly CRM

Close more deals in less time by capturing leads and contacts directly from your website and automatically sending customer data to Insightly using Formeey forms. This seamless integration helps you build and maintain strong relationships with new visitors from the very first interaction.

How Formeey Integrates With Insightly CRM

• Seamless Automation

  Automatically send customer-submitted form data directly to your Insightly CRM account.

• Map Insightly Fields

  Easily map your Formeey fields to custom fields in Insightly to gather richer customer data.

• Build Better Relationships

  Enjoy full support for all Insightly modules—including contacts, leads, organizations, opportunities, projects, and tasks.

• Conditional Logic

  Use conditional logic to control opt-ins and only send data when specific conditions are met.