Update Insightly records with new Formsite form results
Effortlessly keep your CRM updated with this seamless workflow between Formsite and Insightly. Every time a new form result is submitted in Formsite, your Insightly records will be instantly updated, ensuring accurate and up-to-date information in your CRM. Simplify your data management and improve productivity with this powerful automation.
Effortlessly keep your CRM updated with this seamless workflow between Formsite and Insightly. Every time a new form result is submitted in Formsite, your Insightly records will be instantly updated, ensuring accurate and up-to-date information in your CRM. Simplify your data management and improve productivity with this powerful automation.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- 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.