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Gravity Forms + Insightly

Update Insightly records when new Gravity Forms submissions are received

Effortlessly keep your Insightly records up-to-date with this handy workflow. Whenever a new Form Submission happens in Gravity Forms, this automation will instantly update the corresponding record in Insightly. Stay organized and maintain accurate information without any additional manual work.

Effortlessly keep your Insightly records up-to-date with this handy workflow. Whenever a new Form Submission happens in Gravity Forms, this automation will instantly update the corresponding record in Insightly. Stay organized and maintain accurate information without any additional manual work.

  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

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • 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.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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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.

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