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Insightly + WPForms

Create tasks in Insightly from new WPForms form entries for seamless project management

Effortlessly manage your tasks by connecting WPForms and Insightly with this seamless workflow. Whenever a new form entry is submitted on your WordPress website, a task will be created in Insightly, ensuring you stay on top of every form submission and don't miss any important details. Streamline your task management and improve response times with this efficient automation.

Effortlessly manage your tasks by connecting WPForms and Insightly with this seamless workflow. Whenever a new form entry is submitted on your WordPress website, a task will be created in Insightly, ensuring you stay on top of every form submission and don't miss any important details. Streamline your task management and improve response times with this efficient automation.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
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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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Related categories

  • CRM (Customer Relationship Management)

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wpforms logo

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

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