Create Insightly opportunities for new Gravity Forms submissions

If those opportunities stay in your form for too long, you'll miss that window. Keep your processes responsive by setting up this Gravity Forms-Insightly integration to export new information for you. From then on, any new Gravity Forms submission will automatically be sent to Insightly, creating a new opportunity with the contents so you can start following up immediately.

How It Works

  1. A new submission is received on Gravity Forms
  2. Zapier automatically creates a new opportunity on Insightly

What You Need

  • Gravity Forms account
  • Insightly account
Create Insightly opportunities for new Gravity Forms submissions
Gravity Forms integration logo

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Insightly integration logo

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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