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Insightly + Jotform + Wheelbase Integrations

How to connect Insightly + Jotform + Wheelbase

Zapier lets you send info between Insightly, Jotform, and Wheelbase automatically—no code required.

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Do even more with Insightly + Jotform + Wheelbase

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Insightly, Jotform, and Wheelbase. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

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How Insightly + Jotform + Wheelbase Integrations Work

  1. Step 1: Authenticate Insightly, Jotform, and Wheelbase.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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jotform logo
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About Jotform

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.
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wheelbase logo
wheelbase logo

About Wheelbase

All-in-one rentals suite that combines rental management software with $1M in insurance coverage.

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