Post Google Forms Reponse into Insightly CRM

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Published in: Google Forms - Google Apps Script

An organization uses Google Forms to capture leads and would like to automatically post the form submissions as open leads into Insightly for pursual by their sales team. This can be easily done with the help of Google Apps Script that gets triggered automatically on form submit.

Open the Google Form, go to Script Editor from the menu and paste the source code. You’ll need to use your own Insightly API key that can be found under “User Settings” (click the profile icon in the upper right corner of your Insightly dashboard).

/*

Google Forms to Insightly
=========================

Written by Amit Agarwal
Website: ctrlq.org
Email: amit@labol.org
Twitter: @labnol

*/

function setupTriggers() {

  var form = FormApp.getActiveForm();
  ScriptApp.newTrigger("ctrlqFormSubmit").forForm(form).onFormSubmit().create();

}

function ctrlqFormSubmit(e) {

  try {

    var i = 0,
      lead = {},
      items = e.response.getItemResponses();

    for (i = 0; i < items.length; i++) {

      var title = items[i].getItem().getTitle();
      var answer = items[i].getResponse().toString();

      switch (title) {
        case "Company Name":
          lead.ORGANIZATION_NAME = answer;
          break;
        case "First Name":
          lead.FIRST_NAME = answer;
          break;
        case "Last Name":
          lead.LAST_NAME = answer;
          break;
        case "Phone Number":
          lead.PHONE_NUMBER = answer;
          break;
        case "Email Address":
          lead.EMAIL_ADDRESS = answer;
          break;
      }
    }

    var key = "ctrlq-org";

    var response = UrlFetchApp.fetch(
      "https://api.insight.ly/v2.2/Leads", {
        method: "POST",
        payload: JSON.stringify(lead),
        headers: {
          'Authorization': 'Basic ' + Utilities.base64Encode(key),
          'Content-Type': 'application/json'
        }
      }
    );

    Logger.log(response.getContentText());

  } catch (error) {

    Logger.log(error.toString());

  }

}

The above Google Form uses standard contact us fields like name, email address and phone number that can be directly mapped to the standard lead in Insightly. If you have others questions in Google Forms, you can use the custom fields to map them into an Insightly lead. For support, email amit@labnol.org

Published in: Google Forms - Google Apps Script

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Meet the Author

Web Geek, Tech Columnist
A
Amit Agarwal

Amit Agarwal is a Google Developer Expert in GSuite and Google Apps Script. He holds an engineering degree in Computer Science (I.I.T.) and is the first professional blogger in India. Read more on Lifehacker and YourStory

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