Insightly + Survey Sparrow Integration

Integrate Insightly to Survey Sparrow in one click, or tell Integrately AI how you want each submission handled. Capture every response, create contacts, update records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Survey Sparrow
    Survey response is submitted in Survey Sparrow Instant
Arrow Right
2.
  • 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
  • Survey Sparrow
    Share survey in Survey Sparrow
  • Survey Sparrow
    Create contact in Survey Sparrow

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Ready Workflows Ready Workflows for Insightly + Survey Sparrow Integration

Capture survey responses, create contacts, update Insightly records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Survey Sparrow + Insightly Integration

Create Insightly contact for new Survey Sparrow form submission

When someone completes your Survey Sparrow, a new contact is automatically created in your Insightly. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Survey Sparrow is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Survey Sparrow - Insightly integration set up makes it easy to manage your customer relationships and grow your business.
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Survey Sparrow + Insightly Integration

Create Insightly opportunity for new Survey Sparrow form submission

Integrating your Insightly with your Survey Sparrow, can help you automatically create new opportunitys based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Survey Sparrow - Insightly integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Survey Sparrow + Insightly Integration

Create Insightly task for new Survey Sparrow form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Insightly tasks for new Survey Sparrow form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Insightly task for new Survey Sparrow form submission received today - your customers will thank you for it!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Insightly + Survey Sparrow flow

Teams often want to send emails via Gmail, notify their channels on Slack, or log data in Google Sheets once a survey response hits their CRM. Pick a combination and activate it in one click.

Insightly
Survey Sparrow
+
GmailGmail (3)
+
MailchimpMailchimp (2)
+
SlackSlack (2)
+
CalendlyCalendly (2)
+
Google SheetsGoogle Sheets (2)
+
ZoomZoom (2)
S
I
G
Create an Insightly contact for every Survey Sparrow response, and send a confirmation email in Gmail
New Survey Sparrow responses instantly create contacts in Insightly and trigger a confirmation email in Gmail without manual copying.
S
I
G
Email your team in Gmail when a new Survey Sparrow response creates an Insightly contact
Notify your team instantly via Gmail whenever a Survey Sparrow response adds a new contact to Insightly.
S
I
G
If a Survey Sparrow response indicates high priority, create an Insightly lead and email the sales manager in Gmail
Route urgent survey feedback directly to your sales manager in Gmail while creating a priority lead in Insightly.

Supported triggers and actions for Insightly and Survey Sparrow

Mix and match to build the exact automation you need

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
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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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Survey Sparrow
Survey Sparrow Triggers & Actions
Instant
Survey response is submitted in Survey Sparrow
Triggers the automation when a survey response is submitted
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Share survey in Survey Sparrow
Shares a survey
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Create contact in Survey Sparrow
Adds a new contact to the database
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What can you automate with Insightly + Survey Sparrow?

Transform survey submissions into actionable CRM records, streamline team notifications, and keep your customer data perfectly synchronized across platforms.

What you can automate?
🔄
Convert survey submissions into CRM contacts
Automatically create a new contact in Insightly the moment a survey response is submitted in Survey Sparrow. Eliminate manual data entry and ensure every respondent enters your pipeline instantly.
📋
Capture every submitted response field
Map detailed survey answers from Survey Sparrow into specific Insightly fields instead of basic contact info. Your CRM records capture complete customer feedback context for better engagement.
🔔
Alert team members instantly on new responses
Trigger instant notifications in messaging apps whenever important survey submissions arrive. Keep stakeholders informed and ready to act on critical client feedback.
🔀
Route submissions based on survey answers
Create different Insightly leads or tasks depending on specific scores or choices submitted in Survey Sparrow. Ensure high-value respondents receive immediate priority treatment.
✏️
Keep Insightly records updated continuously
Automatically update existing Insightly contacts or opportunities whenever follow-up survey responses are received. Maintain accurate history across your entire customer lifecycle.
🔍
Prevent duplicate records during syncs
Search existing Insightly records before creating new contacts or leads from Survey Sparrow submissions. Keep your CRM database clean and free of redundant entries.
⚙️
Manage status changes and follow-up tasks
Generate automated Insightly tasks or update project statuses when survey milestones are completed. Streamline post-survey workflows without manual tracking.
🌐
Extend workflows to Gmail and other apps
Connect your Insightly and Survey Sparrow flow with Gmail to send automated confirmation emails or follow-ups to respondents as soon as feedback is logged.
And much more...

Who is Insightly + Survey Sparrow integration for?

Teams managing customer relationships and feedback rely on this integration to eliminate manual data entry, accelerate follow-ups, and keep CRM records completely up to date.

Performance marketers
Performance marketers
Customer success leads
Customer success leads
Account managers
Account managers
Sales development reps
Sales development reps
Operations coordinators
Operations coordinators
Data analysts
Data analysts
📈
Performance marketers
You're tracking customer feedback metrics in Insightly but campaign response data sits trapped in Survey Sparrow until someone exports it by hand, so your optimization reports are always outdated — with this integration, every survey submission creates an instant CRM record and your analytics stay accurate.
Customer success leads
You need to address negative feedback immediately in Insightly but survey replies get buried in your inbox before anyone notices, so dissatisfied clients wait too long for help — automating both apps means urgent responses trigger immediate CRM tasks and your team resolves issues faster.
📊
Account managers
You present weekly client progress updates from Insightly but survey scores remain disconnected from active accounts, so stakeholders question the validity of your status reports — this integration means every feedback submission links directly to the client record for transparent reporting.
👥
Sales development reps
You manually copy high-volume survey leads from Survey Sparrow into Insightly every morning, but the backlog causes missed follow-up windows and lost deals — automating both apps means every lead is captured instantly and your pipeline stays fully synchronized.
📋
Operations coordinators
You wait for teammates to manually transfer survey data from Survey Sparrow into Insightly before you can assign onboarding tasks, so project kickoffs stall waiting for handoffs — connecting these apps means completed surveys automatically generate CRM tasks to keep work moving.
🗂️
Data analysts
You audit customer relationship histories in Insightly but missing survey response logs leave blind spots in your customer journey data, so your audits reveal recurring gaps — automating both apps means every interaction is permanently recorded for reliable auditing.
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 Insightly + Survey Sparrow

Build and manage your Insightly + Survey Sparrow automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Insightly + Survey Sparrow 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Insightly to Survey Sparrow?
Frequently Asked Questions
You can connect Insightly to Survey Sparrow in one click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Gmail, Slack, and 1,500+ other apps.
Can I automatically create Insightly contacts from Survey Sparrow survey responses?
Frequently Asked Questions
Can I connect Insightly, Survey Sparrow, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Survey Sparrow?
Frequently Asked Questions
How does Insightly handle contact creation during survey submissions?
Frequently Asked Questions
Can Survey Sparrow trigger workflows when a new survey response is submitted?
Frequently Asked Questions
How do I automate data syncing between Insightly and Survey Sparrow without coding?
Frequently Asked Questions
Is the Insightly and Survey Sparrow integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Insightly or Survey Sparrow With 1500+ Other Apps

Insightly
Popular Insightly Integrations
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Survey Sparrow
Popular Survey Sparrow Integrations
Sync Survey Sparrow with reporting, database, and notification tools to keep survey data working across your stack.