Survey answers on every Insightly record
Create or update Insightly records from survey answers through Zapier, so contacts, organizations and opportunities show what each customer told you.
From an answer in Usertick to Insightly
A Zap creates a record from each answer, or updates the record that matches the customer, with the score and the comment in the fields you choose. Your team reads it where it already works.
The Zap starts in Usertick. It can run on every new answer, once the AI has read one, when one turns urgent or when its status changes, and a workflow can hand over only the answers its conditions pick.
Pick a survey in the trigger, and each question arrives as its own field, so the score and the comment land in the Insightly fields you choose. The answer's email, page, country, device and AI reading come with it.
- Plan
- Every plan in Usertick, 1 Zap on Free
- Connects through
- The Usertick app on Zapier
- Zapier plan
- Zapier's free plan runs this two-step Zap
- Starts when
- An answer arrives, the AI reads it, it turns urgent, its status changes or a workflow reaches its Zapier step
What the Zap can do in Insightly
Choose the action in Usertick, and Zapier opens with the trigger and the action already in place.
- 01Create a record
- 02Update a record
Zapier's page for Insightly listed 3 actions and searches on November 1, 2026. These fit survey answers best.
- Create Record
- Update Record
- Find Record
Three Zaps to build with Insightly
Each one starts on a Usertick trigger and uses an action from Zapier's page for Insightly.
Add an Insightly lead from a pricing survey
A New Response trigger set to the pricing survey runs Create Record, which adds a Lead with the Respondent email as its email and Survey name and the Answers in its description.
Insightly action: Create Record
Open an Insightly opportunity from a demo request
A workflow that tests the demo question runs its Workflow Step for each yes, and Create Record adds an Opportunity named after the Survey name, with the Answers in its details and the Response link for the sales rep.
Insightly action: Create Record
Write the AI reading to an Insightly contact
After Response Analyzed, Find Record locates the Contact by Respondent email, and Update Record writes AI sentiment and AI theme to custom fields your team added to that object.
Insightly action: Update Record
Zapier's free plan runs a Zap with one action. A Zap with a search step or a filter has more steps and takes a paid Zapier plan.
What Usertick sends to Zapier
Every trigger carries these fields, ready to map into Insightly.
Attachments such as screenshots stay in Usertick, because a Zap can't open their links. The Response link opens the answer with its files in the inbox.
Connect Insightly in three steps
Settings opens Zapier with the trigger and the action already in place.
- 1
Pick the action in Usertick
Open Settings, then Integrations, select Insightly and choose what the Zap does there.
- 2
Sign in on Zapier
Sign in to Usertick from the Zap and choose the organization when you allow access.
- 3
Map the fields and turn it on
Pick the survey to watch, map the answer's fields to Insightly and turn the Zap on.
To send only some answers, add a Zapier step for Insightly to a workflow instead. The workflow's conditions decide which answers reach the Zap, and the workflow can be published once its Zap is on.
Read the setup guideFrequently asked questions
Create Record asks for the object first, such as a Contact, a Lead or an Opportunity, and then shows that object's fields. Usertick's Survey name, Q1 and Answers can be mapped to any of them.
Update Record works on one existing record, so a Find Record step runs first and searches the Contact object with the Respondent email. An answer without an email gives that search nothing to match.
Zapier comes with every plan in Usertick, and Free runs 1 Zap. On Zapier, a two-step Zap like this one runs on the free plan.
No. The Zap signs in with your Usertick account, and you choose the organization when you allow access. API keys are for Usertick's REST API.
Yes. Response Analyzed filters by type and urgency, Urgent Feedback runs once for each answer that turns urgent, and a workflow's Zapier step hands over only the answers its conditions pick.
Pick the survey in the trigger. Each question then arrives as its own field, such as Q1 with the score, ready to map into Insightly.
A Zap that starts in Insightly can use Usertick's actions. Update Response sets an answer's status, type or urgency, Add Comment adds a note your team sees in the inbox, and Find Response looks up an answer by email or ID first.
No. Attachments stay in Usertick, because a Zap can't open their links. The Response link field opens the answer, with its files, in the inbox.
More integrations
Listen better, act faster, and build what truly matters.
Start free, see what your customers mean, and get each answer to the person who can act on it.
- 150 responses a month on Free
- Every channel and AI analysis
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