Convert new WPForms form entries into Insightly opportunities
Boost your sales process by connecting WPForms and Insightly with this efficient workflow. Whenever a new form entry is submitted via WPForms, an opportunity will be created in Insightly, making it easier to track leads and drive business growth. Save time and streamline your lead management process with this seamless automation.
Boost your sales process by connecting WPForms and Insightly with this efficient workflow. Whenever a new form entry is submitted via WPForms, an opportunity will be created in Insightly, making it easier to track leads and drive business growth. Save time and streamline your lead management process with this seamless automation.
- When this happens...New Form Entry
Triggers when a form entry 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.