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Gravity Forms + Insightly

Create Insightly records from new Gravity Forms submissions

Effortlessly keep your CRM up-to-date with this seamless workflow. When a new form submission is received in Gravity Forms, a record will be created in Insightly, ensuring that your contact information stays organized and easily accessible. Save time and stay focused on growing your business by automating this process.

Effortlessly keep your CRM up-to-date with this seamless workflow. When a new form submission is received in Gravity Forms, a record will be created in Insightly, ensuring that your contact information stays organized and easily accessible. Save time and stay focused on growing your business by automating this process.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
gravity-forms logo
gravity-forms logo

About Gravity Forms

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

Related categories

  • Forms & Surveys
  • WordPress

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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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