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Insightly + Jotform

Create Insightly records for new Jotform submissions

Effortlessly transfer your Jotform submissions to Insightly with this seamless workflow. Once a new submission is received in Jotform, a record will be created in Insightly, saving you time and ensuring that important information is organized and accessible. Enhance your data management and improve efficiency with this simple yet effective automation.

Effortlessly transfer your Jotform submissions to Insightly with this seamless workflow. Once a new submission is received in Jotform, a record will be created in Insightly, saving you time and ensuring that important information is organized and accessible. Enhance your data management and improve efficiency with this simple yet effective automation.

  1. When this happens...
    JotformJotform
    New Submission

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

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • 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.
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Related categories

  • CRM (Customer Relationship Management)

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jotform logo
jotform logo

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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