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Formsite + Insightly

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.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Update Record

    Updates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
formsite logo
formsite logo

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn moreHelp

Related categories

  • Forms & Surveys

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insightly logo
insightly logo

About Insightly

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.

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