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Insightly logoInsightly logo

Gravity Forms + Insightly

Gravity Forms + Insightly

Gravity Forms + Insightly integrations

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.

  1. When this happens...
    Form Submission
    Form Submission
    Form SubmissionTriggers when the specified form is submitted.
    TriggerInstant
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a Record
    ActionWrite
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More things you can do with Gravity Forms and Insightly

Discover other triggers and actions you can use with Gravity Forms and Insightly

    • 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
    • Form
      Required
    Action
    Write
    • Insightly Object
      Required
    Trigger
    Instant
    Try It
    • Insightly Object
      Required
    Trigger
    Instant
    Try It
    • Insightly Object
      Required
    Action
    Write
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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 moreLearn moreHelpHelp
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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 moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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