Formidable Forms + Insightly
Create Insightly records from new Formidable Forms entries
Easily save time and ensure consistency by transferring data from newly submitted Formidable Forms entries to create records in Insightly. This automation streamlines your process, allowing you to seamlessly update your customer data and manage your projects with accurate information. Simply focus on your work while the workflow handles the data transfer for you.
Easily save time and ensure consistency by transferring data from newly submitted Formidable Forms entries to create records in Insightly. This automation streamlines your process, allowing you to seamlessly update your customer data and manage your projects with accurate information. Simply focus on your work while the workflow handles the data transfer for you.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create Record
Creates a Record
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