Update Insightly leads when new Gravity Forms submissions are received
Keep your lead information up to date with this seamless workflow between Gravity Forms and Insightly. Whenever a new form submission occurs in Gravity Forms, this automation will instantly update the corresponding lead in Insightly, ensuring that your CRM data stays accurate and organized without any manual effort. Stay focused on nurturing leads while your systems work in perfect harmony.
Keep your lead information up to date with this seamless workflow between Gravity Forms and Insightly. Whenever a new form submission occurs in Gravity Forms, this automation will instantly update the corresponding lead in Insightly, ensuring that your CRM data stays accurate and organized without any manual effort. Stay focused on nurturing leads while your systems work in perfect harmony.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Update Record
Updates a Record
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