Insightly + Paperform
Update Insightly leads when new Paperform form submissions come in
Effortlessly keep your Insightly leads up-to-date with the latest information from Paperform form submissions. This automation workflow will update an existing lead in Insightly whenever there's a new submission in Paperform. That way, you can ensure your lead data stays current and accurate without manual updates.
Effortlessly keep your Insightly leads up-to-date with the latest information from Paperform form submissions. This automation workflow will update an existing lead in Insightly whenever there's a new submission in Paperform. That way, you can ensure your lead data stays current and accurate without manual updates.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Update Record
Updates a Record
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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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