Gravity Forms + Insightly

Create Insightly leads from new Gravity Forms form submissions

Save time and improve efficiency with this workflow that connects Gravity Forms and Insightly. When a new form submission occurs in Gravity Forms, this automation will create a lead in Insightly, ensuring all potential leads are captured and stored without any manual effort. Keep track of your prospects easily and stay organized with this simple yet effective solution.

Save time and improve efficiency with this workflow that connects Gravity Forms and Insightly. When a new form submission occurs in Gravity Forms, this automation will create a lead in Insightly, ensuring all potential leads are captured and stored without any manual effort. Keep track of your prospects easily and stay organized with this simple yet effective solution.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
gravity-forms logo
gravity-forms logo

About Gravity Forms

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

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  • Forms & Surveys
  • WordPress

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insightly logo
insightly logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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