Gravity Forms + Insightly
Create new Insightly opportunities from Gravity Forms submissions
Effortlessly streamline your sales process with this workflow that connects Gravity Forms and Insightly. Whenever a new form submission is received in Gravity Forms, an opportunity will be created in Insightly, saving you time and ensuring accurate data entry. Keep your sales team updated and focused on closing deals without manual data input tasks.
Effortlessly streamline your sales process with this workflow that connects Gravity Forms and Insightly. Whenever a new form submission is received in Gravity Forms, an opportunity will be created in Insightly, saving you time and ensuring accurate data entry. Keep your sales team updated and focused on closing deals without manual data input tasks.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Record
Creates a Record
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