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
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.
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Start FREE Today!What's a Zap?
A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!