Integrate Gravity Forms with Insightly to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Gravity Forms with Insightly - no code necessary. See how you can get setup in minutes.

Select a trigger from Gravity Forms

A trigger is an event that starts your Zap and runs the workflow. For example, with Gravity Forms, a trigger could be "Form Submission."

A trigger is the event that kicks off your automated workflow.

Setup an action from Insightly

An action is what takes place after the automation is triggered. For example, with Insightly, the action could be "Create Record."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Gravity Forms to Insightly

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Gravity Forms to Insightly with a Zapier template.

Our most popular template

Create Insightly records from new Gravity Forms submissions
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Gravity Forms + Insightly
Create Insightly leads from new Gravity Forms form submissions
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Gravity Forms + Insightly
Create new Insightly contacts from Gravity Forms submissions
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Gravity Forms + Insightly
Create Insightly records for new Gravity Forms submissions
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Gravity Forms + Insightly
Create Insightly contacts from new Gravity Forms submissions
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Gravity Forms + Insightly
Create new Insightly opportunities from Gravity Forms submissions
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Gravity Forms + Insightly

Create Insightly records from new Gravity Forms submissions

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Gravity Forms + Insightly

Create Insightly leads from new Gravity Forms form submissions

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Gravity Forms + Insightly

Create new Insightly contacts from Gravity Forms submissions

Details

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Gravity Forms + Insightly

Create Insightly records for new Gravity Forms submissions

Details

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Gravity Forms + Insightly

Create Insightly contacts from new Gravity Forms submissions

Details

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Gravity Forms + Insightly

Create new Insightly opportunities from Gravity Forms submissions

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Gravity Forms + Insightly

Update Insightly leads when new Gravity Forms submissions are received
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Gravity Forms + Insightly
Update Insightly records when new Gravity Forms submissions are received
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Gravity Forms + Insightly

Make work flow with AI

Level up your Gravity Forms to Insightly integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Gravity Forms + Insightly integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gravity Forms and Insightly

How do I integrate Gravity Forms with Insightly using Zapier?

To integrate Gravity Forms with Insightly through us, you'll need to create a Zap that connects the two apps. Begin by selecting Gravity Forms as the trigger app and choose a trigger event, such as 'New Form Submission'. Next, select Insightly as the action app and define an action event like 'Create/Update Contact'.

What triggers can I use with Gravity Forms when integrating with Insightly?

When you integrate Gravity Forms with Insightly, you can use triggers such as 'New Form Submission', which fires each time someone completes your form.

What actions are available in Insightly when integrated with Gravity Forms?

There are several actions you can set in Insightly after integrating it with Gravity Forms. These include 'Create/Update Contact', 'Create/Update Organization', and 'Create Task'. These actions occur based on the data received from your form submissions.

Do I need coding skills to set up the integration between Gravity Forms and Insightly?

No coding skills are required. Our platform provides a user-friendly interface that allows you to connect Gravity Forms and Insightly through simple steps involving selecting triggers and actions.

Can I customize the data being sent from Gravity Forms to Insightly?

Yes, you can customize which fields from your Gravity Form are mapped to fields in Insightly. During setup, you'll be able to choose which form fields correspond to various fields within your CRM records.

Is it possible to test the integration before going live?

Absolutely. During setup, we provide testing tools that enable you to run simulations of your Zaps. You can verify that data is correctly transferred from Gravity Forms submissions into Insightly before activating it.

What should I do if my integration between Gravity Forms and Insightly isn't working properly?

If the integration isn't functioning as expected, we recommend checking the Zap history for any errors or unsuccessful tasks. Review your trigger/action settings in both apps for any discrepancies.

Connect Gravity Forms and Insightly to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect Gravity Forms and Insightly to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write

- Form
  Required
Action
Write
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search

Learn how to automate Gravity Forms on the Zapier blog

Learn how to automate Insightly on the Zapier blog

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

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About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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