Create Insightly records from new Gravity Forms submissions
Effortlessly keep your CRM up-to-date with this seamless workflow. When a new form submission is received in Gravity Forms, a record will be created in Insightly, ensuring that your contact information stays organized and easily accessible. Save time and stay focused on growing your business by automating this process.
Effortlessly keep your CRM up-to-date with this seamless workflow. When a new form submission is received in Gravity Forms, a record will be created in Insightly, ensuring that your contact information stays organized and easily accessible. Save time and stay focused on growing your business by automating this process.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Record
Creates a Record
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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.