Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce (Legacy)

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Keap Max Classic

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.

If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Zapier and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.

Here are some creative ways to use Insightly with Zapier:

Save important sales leads that land on your website. If you use the Gravity Forms plug-in for your WordPress site, Zapier will convert those form submissions into Insightly contacts.

Build lists for your email marketing campaigns. After a new contact is added to Insightly, Zapier inserts them directly into your MailChimp email list.

Assign tasks to your team that already include the details. Make or move a Trello card to a specific list and let Zapier assign that task to your Insightly team member.

Insightly

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Formstack

The newly redesigned JotForm lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

JotForm

Online form builder where powerful flexible features create endless possibilities.

Formdesk

123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!

123FormBuilder

Build surveys, online forms, evaluations, and event registrations quickly, easily, and professionally.

Alchemer

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Insightly

Cognito Forms

Insightly

Cognito Forms

Insightly + Cognito Forms Integrations

Connect Insightly + Cognito Forms in Minutes

All Triggers & Actions

How Insightly + Cognito Forms Integrations Work

Connect the apps you use every day