Create Insightly records for new Gravity Forms submissions
Easily transfer data from your Gravity Forms submissions to Insightly with this seamless workflow. Once a new form submission is received in Gravity Forms, a new record will be created in Insightly, saving you time and ensuring accurate information transfer. Stay organized and efficient by automating this process within your system.
Easily transfer data from your Gravity Forms submissions to Insightly with this seamless workflow. Once a new form submission is received in Gravity Forms, a new record will be created in Insightly, saving you time and ensuring accurate information transfer. Stay organized and efficient by automating this process within your system.
- 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.