When this happens...
Cognito FormsNew Entry
Then do this...
InsightlyCreate Contact

Losing control of all the contact details streaming in from Cognito Forms? Reign it all in with some Zapier automation. This Cognito Forms Insightly integration will trigger every time you get a new entry on Cognito Forms, adding a new contact on Insightly with all that information automatically so you can rely on updated contacts from then on.

How It Works

  1. A new entry is received on Cognito Forms
  2. Zapier automatically adds a new contact to Insightly

What You Need

  • Cognito Forms account
  • Insightly account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Cognito Forms + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Refund

Triggers when a refund is issued.

Create Entry

Creates a new entry.

Update Entry

Triggers when someone updates an entry.

Set Form Availability

Sets the availability of a form.

New Order

Triggers when an order is created.

Create Contact

Create a new contact in your Insightly account.

New Entry

Triggers when someone fills out your form.

Create Task

Create a new task in your Insightly account.

New Payment

Triggers when a payment is collected.

Create Note

Create a new note in your Insightly account.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

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.