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Insightly + Jotform Enterprise

Create Insightly records from new Jotform Enterprise submissions

Streamline your data entry process by connecting Jotform Enterprise to Insightly with this automation. Every time there's a new submission in Jotform Enterprise, a record will be created in Insightly. Save time and ensure consistent information across your systems while keeping your team focused on more important tasks.

Streamline your data entry process by connecting Jotform Enterprise to Insightly with this automation. Every time there's a new submission in Jotform Enterprise, a record will be created in Insightly. Save time and ensure consistent information across your systems while keeping your team focused on more important tasks.

  1. When this happens...
    Jotform EnterpriseJotform Enterprise
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerScheduled
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Team WorkspaceRequired

    • FormRequired

    Trigger
    Scheduled
    Try It
    • Team WorkspaceRequired

    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Team WorkspaceRequired

    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Team WorkspaceRequired

    • Select a formRequired

    Action
    Write
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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jotform-enterprise logo
jotform-enterprise logo

About Jotform Enterprise

Jotform Enterprise is a digital workplace productivity tool that provides a powerful ROI across your entire organization.

Related categories

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