Gravity Forms
When this happens...
Gravity FormsNew Form Submission
Then do this...
InsightlyCreate Project

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

  1. A new Gravity Forms submission is created
  2. Zapier creates a project in Insightly

Apps involved

  • Gravity Forms
  • Insightly

Why Zapier?

Free

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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.

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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