Delighted + Insightly Integration

Integrate Delighted to Insightly in one click, or tell Integrately AI how you want each survey response handled. Capture feedback, create contacts or leads, update pipeline records, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Delighted
    New survey response is received in Delighted Instant
  • 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.
  • Delighted
    Schedule a survey in Delighted
  • 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 Delighted + Insightly Integration

Capture customer happiness responses, create new contacts, update CRM records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Delighted + Insightly Integration

Create Insightly contact for new Delighted response

When someone completes your Delighted, 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 Delighted is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Delighted - Insightly integration set up makes it easy to manage your customer relationships and grow your business.
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Connect more apps to your Delighted + Insightly flow

Send instant team notifications, log responses in spreadsheets, and trigger customer follow-ups after your CRM updates. Pick a combination and activate it in one click.

Delighted
Insightly
+
SlackSlack (8)
+
GmailGmail (8)
+
MailchimpMailchimp (8)
+
CalendlyCalendly (8)
+
ZoomZoom (8)
+
Google SheetsGoogle Sheets (8)
D
I
S
Create an Insightly contact from every Delighted survey response, and notify your sales team instantly in Slack.
New Delighted survey responses immediately create contacts in Insightly and alert your sales team in Slack.
D
I
S
When a new Delighted survey response is received, create a task in Insightly and alert your support channel in Slack.
Every survey response creates an Insightly task and notifies your support channel in Slack.
D
I
S
When a Delighted survey response has a low score, update the matching Insightly contact and post an alert in Slack.
Low survey scores automatically update matching Insightly contacts and alert your retention team in Slack.
D
I
S
Create an Insightly task for every Delighted survey response marked for review, and confirm it in Slack.
Review-worthy Delighted survey responses generate Insightly tasks with confirmation posts in Slack.
D
I
S
If a Delighted survey response score is high, add an Insightly opportunity and alert your revenue channel in Slack.
High survey scores automatically create Insightly opportunities and notify your revenue channel in Slack.
D
I
S
When an Insightly project is marked completed after survey feedback, update the CRM record and post it to your team channel in Slack.
Completed Insightly projects linked to surveys update CRM records and announce completion in Slack.
D
I
S
Use ChatGPT to summarise every new Delighted survey response, save the notes in Insightly, and post the brief in Slack.
ChatGPT summarises Delighted responses, saves notes in Insightly, and briefs your team in Slack.
D
I
S
Turn every Delighted survey response into an Insightly contact, create the kickoff task in Asana, and announce it in Slack.
Delighted responses create Insightly contacts, trigger Asana kickoff tasks, and announce updates in Slack.

Supported triggers and actions for Delighted and Insightly

Mix and match to build the exact automation you need

Delighted
Delighted Triggers & Actions
Instant
New survey response is received in Delighted
Triggers the automation when a new survey response is received
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Schedule a survey in Delighted
Schedules a survey
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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
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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
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Search opportunity in Insightly
Searches for a opportunity
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Delete opportunity in Insightly
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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
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Delete project in Insightly
Auomatically deletes a project
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What can you automate with Delighted + Insightly?

Streamline your customer feedback workflow by automatically connecting survey responses to your CRM contacts, tasks, and opportunities.

What you can automate?
🔄
Sync survey responses to your CRM automatically
Turn every new Delighted survey response into a contact or lead inside Insightly the moment feedback is submitted. Eliminate manual copying and ensure your customer database updates in real time.
📋
Capture every submitted survey field and score
Map qualitative comments, numerical ratings, and customer metadata into dedicated Insightly fields instead of basic summaries. Your CRM records become a richer source for review and analysis.
🔔
Alert the right team member the second feedback arrives
Trigger instant notifications or task assignments in your workflow apps the moment a survey response is received, ensuring quick response times for critical customer feedback.
🔀
Route records based on customer survey scores
Create high-priority support tasks for low satisfaction ratings or open upsell opportunities for high scores automatically. Direct different scores to the right department without manual sorting.
✏️
Keep your CRM records up to date as interactions evolve
Automatically update existing Insightly contacts, organisations, or opportunities when new survey feedback or project updates occur, keeping your pipeline history accurate.
🔍
Add or update records without creating duplicates
Search existing Insightly records before adding new entries to prevent duplicate contacts and cluttered databases when recurring survey responses arrive.
📊
Handle later project status and opportunity changes
Update CRM opportunities or project milestones automatically when customer satisfaction scores change or follow-up workflows reach completion.
Extend your feedback flow to Google Sheets
Log every Delighted survey response and Insightly update into a master Google Sheets spreadsheet automatically for deeper reporting and team review.
And much more...

Who is Delighted + Insightly integration for?

Operations managers, customer success leads, account executives, support teams, sales reps, and CRM administrators who need seamless feedback tracking and CRM updates.

Operations managers
Operations managers
Customer success leads
Customer success leads
Account executives
Account executives
Support leads
Support leads
Sales reps
Sales reps
CRM administrators
CRM administrators
📈
Operations managers
You're reviewing customer feedback metrics across multiple channels but your CRM records only update when someone manually exports survey responses, so the pipeline reports you're presenting are always a few hours behind — with this integration, every new response lands in your CRM instantly and your dashboard stays current.
Customer success leads
You need to act fast on low satisfaction scores to retain accounts, but you find out about negative feedback too late because responses sit unread in your survey inbox — with this integration, every low score creates a priority CRM task instantly and your team can intervene without delay.
🤝
Account executives
You answer to clients and leadership who want to see relationship progress and recent survey feedback tied directly to deals, but copying notes by hand leaves gaps in your pipeline history — with this integration, every survey response updates matching CRM contacts and your client records stay completely transparent.
🎧
Support leads
The volume of customer queries and post-interaction surveys is too high for anyone to keep up by hand, leading to missed follow-ups and frustrated clients — with this integration, every survey response automatically generates structured tasks and your support queue stays organized.
🎯
Sales reps
You own the next commercial step and depend on survey notifications to reach out to happy respondents at the right moment, but manual handoffs cause valuable upsell opportunities to slip through the cracks — with this integration, every high score creates a new opportunity instantly and you can close deals faster.
🗂️
CRM administrators
You need a reliable customer history and keep finding missing contact records and incomplete interaction logs caused by manual data entry errors — with this integration, every feedback submission populates your CRM accurately and your database remains clean.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Delighted + Insightly

Build and manage your Delighted + 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 Delighted + 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 Delighted to Insightly?
Frequently Asked Questions
You can connect Delighted to Insightly in just 1 click using ready templates or Integrately AI. It links your survey data with Slack, Gmail, Google Sheets, and 1,500+ other apps effortlessly.
Can I automatically create Insightly contacts from new Delighted survey responses?
Frequently Asked Questions
Can I connect Delighted, Insightly, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Delighted and Insightly?
Frequently Asked Questions
How does Delighted handle survey responses in this integration?
Frequently Asked Questions
How does Insightly update contacts and tasks from survey feedback?
Frequently Asked Questions
Do I need coding skills to automate Delighted and Insightly?
Frequently Asked Questions
Is the Delighted and Insightly integration free?
Frequently Asked Questions
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You Can Also Connect Delighted or Insightly With 1500+ Other Apps

Delighted
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Insightly
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