Effortlessly update Insightly leads when new Formidable Forms entries are submitted
Effortlessly keep your Insightly leads updated with new information from Formidable Forms submissions. This seamless workflow triggers when a new entry is submitted in Formidable Forms, then instantly updates the corresponding lead in Insightly. Stay organized and on top of your leads with this streamlined automation.
Effortlessly keep your Insightly leads updated with new information from Formidable Forms submissions. This seamless workflow triggers when a new entry is submitted in Formidable Forms, then instantly updates the corresponding lead in Insightly. Stay organized and on top of your leads with this streamlined automation.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Update Record
Updates 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.