Loading

Insightly + Jotform

Create Insightly projects from new Jotform submissions for seamless organization

Effortlessly streamline your project management process with this Jotform-Insightly integration. Whenever a new submission is received in Jotform, a project will be created in Insightly, keeping your team updated and organized. Save time and focus on your work, knowing that your project creation is taken care of with this automated workflow.

Effortlessly streamline your project management process with this Jotform-Insightly integration. Whenever a new submission is received in Jotform, a project will be created in Insightly, keeping your team updated and organized. Save time and focus on your work, knowing that your project creation is taken care of with this automated workflow.

  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
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.

Related categories

Similar apps

Wufoo integrationsWufoo integrations

Wufoo

Forms & Surveys
Formstack integrationsFormstack integrations

Formstack

Forms & Surveys
Typeform integrationsTypeform integrations

Typeform

Forms & Surveys