When this happens...
Gravity FormsNew Form Submission
Then do this...
InsightlyCreate Opportunity

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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Gravity Forms + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Form Submission

Triggers when a form is submitted.

Create Contact

Create a new contact in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Note

Create a new note in your Insightly account.

New Project

Triggers when a new project is created within your Insightly account.

Create Project

Creates a new project in your Insightly account.

New Organization

A new organization was created in your Insightly account.

Create Opportunity

Create a new opportunity in your Insightly account.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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

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.

See Insightly Integrations