Formidable Forms + Insightly
Create updated records in Insightly for new Formidable Forms entries
Effortlessly update your Insightly records when new entries are submitted through Formidable Forms. With this workflow, you can ensure that your CRM is always up-to-date, making it easier for your team to manage customer information and follow up on leads. Keep your Insightly records current and accurate, streamlining your sales and marketing efforts.
Effortlessly update your Insightly records when new entries are submitted through Formidable Forms. With this workflow, you can ensure that your CRM is always up-to-date, making it easier for your team to manage customer information and follow up on leads. Keep your Insightly records current and accurate, streamlining your sales and marketing efforts.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Update Record
Updates a Record
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