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  • Jotform logoJotform logo

Insightly + Jotform

Create leads in Insightly from new Jotform submissions

Easily streamline your lead generation process with this efficient workflow. When a new submission is received in Jotform, a lead will be created in Insightly, ensuring that your sales team gets instant access to all the valuable information they need. Save time and stay organized by letting this automation handle your data capture and lead creation processes.

Easily streamline your lead generation process with this efficient workflow. When a new submission is received in Jotform, a lead will be created in Insightly, ensuring that your sales team gets instant access to all the valuable information they need. Save time and stay organized by letting this automation handle your data capture and lead creation processes.

  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

    • 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.
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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