WPForms + Insightly Integrations

How to connect WPForms + Insightly

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

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Supported triggers and actions

What does this mean?

New Form Entry
Triggers when a form entry is submitted.
Trigger
Instant
Deleted Record
Triggers when a record is deleted.
Trigger
Instant
New Record
Triggers when a new record is created.
Trigger
Instant
Updated Field on Record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Trigger
Instant
Updated Record
Triggers when a record is updated.
Trigger
Instant

Create Record
Creates a Record
Action
Write
Update Record
Updates a Record
Action
Write

Find Record
Finds an existing Record
Action
Search

How WPForms + Insightly Integrations Work

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

Connect apps

Connect WPForms + Insightly

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.

Learn More

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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.

Learn More