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  • Gravity Forms logoGravity Forms logo
  • Insightly logoInsightly logo

Gravity Forms + Insightly

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.

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

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Update Record

    Updates a Record

    ActionWrite
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Supported triggers and actions

    • 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.

Related categories

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.
Triggers & Actions