Flow Responsly survey responses into Insightly contacts, opportunities, and projects
Insightly combines CRM with project management, fitting the needs of small-to-mid teams that close deals and then deliver them. Responsly plugs into that flow — survey responses update contacts in sales stages, inform project work once the deal closes, and drive workflow automations across both.
For Insightly teams, this integration turns surveys into the structured data that routes leads, accelerates projects, and captures retention signal across the customer lifecycle.
Where Insightly and Responsly work well
Lead qualification and scoring
Intake surveys update contact records with company size, budget, timeline, and decision authority. Scoring rules in Insightly adjust based on stated intent. Sales reps see qualified leads with survey context in their first view.
Sales-stage pulses
At specific pipeline stages, Insightly workflows trigger short Responsly surveys — pre-demo readiness, post-demo satisfaction, objection capture. Responses flow back as contact notes; the sales process gets structured feedback instead of rep-reported status.
Post-deal onboarding feedback
After opportunity-to-project conversion, a Responsly survey captures first-week onboarding experience. Results tie to the project record; project managers start with client context, not blank slate.
Project milestone feedback
Project milestones in Insightly trigger mid-project surveys to the client. Early signals of misalignment surface; project managers adjust before the relationship sours.
Customer retention surveys
Periodic NPS or CSAT to the Insightly contact base feeds retention workflows. Detractors get save-path enrollment; promoters get referral-ask campaigns. Insightly automation handles the routing.
Setting up Responsly with Insightly
- Build the survey in Responsly. Structure questions to map cleanly to Insightly custom fields.
- Create custom fields in Insightly. Prefix with
survey_for clarity. - Configure the webhook. Responsly webhooks to an automation platform that calls Insightly’s API.
- Set up workflow automations. Custom field updates trigger emails, tasks, or pipeline moves.
- Dashboard the combined data. Insightly reports showing pipeline progress alongside survey feedback.
Practices that keep CRM + survey data aligned
Consistent email as join key. Every response should carry the respondent’s email; every contact should have email on record.
Prefix custom fields. survey_ prefix makes it obvious in the UI where the data comes from.
Log raw responses as notes. Full response context on the contact or project record saves future team members from archaeology.
Gate survey frequency. Track last_survey_sent_at in a custom field; respect a minimum interval.
Close the loop on the project record. When project feedback drives a delivery change, note it on the project in Insightly — a searchable, shareable record of what changed and why.
Feedback-enriched CRM and project work
Connect Responsly to Insightly and survey data joins the customer lifecycle where it belongs. Leads qualify faster, projects start with context, and retention signal flows into the same system the team already uses to manage everything else. For automation tools to build the Insightly API integration, see Make or Zapier. For NPS methodology applicable to the retention surveys, see our NPS calculation guide.
