Send customer feedback surveys on closed deals

When a deal is marked won in Insightly, automatically add the customer as a respondent in Typeform to gather post-sale feedback.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Insightly Explore Insightly →

Triggers

New lead created

Fires when a new lead or contact is created in Insightly.

Deal stage changed

Fires when a deal moves to a new stage in Insightly.

Deal won

Fires when a deal is marked won in Insightly.

Contact updated

Fires when a field on a contact changes in Insightly.

Actions

Create or update contact

Creates or updates a contact in Insightly.

Create deal

Creates a new deal in Insightly.

Update deal stage

Moves a deal to a new stage in Insightly.

Log activity

Logs a call, email, or note against a record in Insightly.

Typeform Explore Typeform →

Triggers

New form response

Fires when a form is submitted in Typeform.

Survey completed

Fires when a respondent finishes a survey in Typeform.

Response updated

Fires when an existing response is edited in Typeform.

Actions

Create or update form

Creates or updates a form or survey in Typeform.

Retrieve a response

Looks up a specific form response in Typeform.

Add a respondent

Adds a respondent or contact to a form in Typeform.

Convert form responses into CRM contacts When a prospect submits a new form response in Typeform, automatically create or update their contact profile in Insightly. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in Typeform, automatically log the activity under their profile in Insightly so reps see customer sentiment. See details

See all Insightly + Typeform integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Insightly and Typeform?

Yes — describe it in the box above and Knit's Integrations Agent researches Insightly and Typeform's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Insightly?

Yes, inbound responses from Typeform can instantly generate new lead records or deals in Insightly without manual data entry.

Can I send survey invitations based on deal updates in Insightly?

Yes, when a deal is won or updated in Insightly, you can automatically add the contact as a respondent in Typeform to collect feedback.