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.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Record
Creates a Record
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