When this happens...
WufooNew Entry
Then do this...
InsightlyCreate Opportunity

A form on your website. One of the simplest ways to generate leads and other opportunities for you business. But in the past, that meant gathering the information from the form itself and then adding it by hand to your CRM, which could take hours. Enter Zapier, where a simple automation can do all of that manual work for you, and leave you with more time to close those opportunities.

How It Works

  1. You have a new entry in Wufoo
  2. Zapier automatically creates an opportunity in Insightly

What You Need

  • Wufoo account
  • Insightly account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Insightly + Wufoo and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

A new contact was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Entry

Triggers when someone fills out your form.

Create Note

Create a new note in your Insightly account.

New Project

Triggers when a new project is created within your Insightly account.

Create Entry

Creates a new entry in Wufoo for a form and data you select.

New Organization

A new organization was created in your Insightly account.

Create Project

Creates a new project in your Insightly account.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.

Wufoo is an easy way to create and manage HTML forms.

See Wufoo Integrations