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Insightly + zipForm Plus Integrations

How to connect Insightly + zipForm Plus

Zapier lets you send info between Insightly and zipForm Plus automatically—no code required.

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InsightlyInsightly
Deleted Record

Triggers when a record is deleted.

automatically do this!
zipForm PluszipForm Plus
Create Contact

Creates a new zipForm Plus contact.

Supported triggers and actions

What does this mean?

How Insightly + zipForm Plus Integrations Work

  1. Step 1: Authenticate Insightly + zipForm Plus.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

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.
Learn More

Related categories

  • CRM (Customer Relationship Management)

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zipform-plus logo
zipform-plus logo
zipform-plus logo

About zipForm Plus

For more than 20 years, zipForm® — zipLogix's real estate forms software and the exclusive and official forms software for NAR — has been the real estate industry's technology foundation. zipLogix offers products that support more than 640,000 users, and delivers innovative products and web applications that significantly improve the productivity and efficiency and address the specific needs of REALTORS®.

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