Standardize your process for projects by creating a "project intake" form using Gravity Forms. Use this Zap to turn new Gravity Forms submissions into projects in Insightly. With all the details filled in for you, all you have to do is start executing on the project!
How this Gravity Forms-Insightly integration works
- A new Gravity Forms submission is created
- Zapier creates a project in Insightly
Apps involved
- Gravity Forms
- Insightly
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Send Gravity Forms Contact to Insightly
Gravity Forms is one of the best WordPress form plugins. You can use Gravity Forms as an easy to build contact form on your site. Then this Gravity Forms Insightly integration makes it easy to save those leads from Gravity Forms into your Contactually automatically.
How It Works
- Someone fills out your Gravity Forms form
- Zapier automatically turns that submission into an Insightly contact
What You Need
- The Gravity Forms plugin
- The Gravity Forms Zapier plugin
- An Insightly account
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
- A new submission is received on Gravity Forms
- Zapier automatically creates a new opportunity on Insightly
What You Need
- Gravity Forms account
- Insightly account
Create new Insightly tasks from Gravity Forms submissions
Forget about checking in on new form responses—activate this Gravity Forms-Insightly integration and Zapier will bring them all to you. It will then trigger whenever you receive a new submission on Gravity Forms, creating a new task for it on Insightly so you can track everything.
How It Works
- A new submission is received on Gravity Forms
- Zapier automatically creates a new task on Insightly
What You Need
- Gravity Forms account
- Insightly account
Add new Gravity Forms submissions to Insightly as projects
Standardize your process for projects by creating a "project intake" form using Gravity Forms. Use this Zap to turn new Gravity Forms submissions into projects in Insightly. With all the details filled in for you, all you have to do is start executing on the project!
How this Gravity Forms-Insightly integration works
- A new Gravity Forms submission is created
- Zapier creates a project in Insightly
Apps involved
- Gravity Forms
- Insightly
It's easy to connect Gravity Forms + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a form is submitted.
Create a new contact in your Insightly account.
A new contact was created in your Insightly account.
Create a new task in your Insightly account.
A new task was created in your Insightly account.
Create a new note in your Insightly account.
Triggers when a new project is created within your Insightly account.
Creates a new project in your Insightly account.
A new organization was created in your Insightly account.
Create a new opportunity in your Insightly account.
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