Insightly + Paperless Forms

Create Insightly records for new Paperless Forms entries to streamline data management

Effortlessly manage your form submissions and maintain organized records with this Paperless Forms and Insightly integration. Whenever a new entry is submitted in Paperless Forms, this workflow will create a record in Insightly, ensuring a seamless transfer of data between the two apps. Stay up-to-date and maintain an organized database without any manual hassle.

Effortlessly manage your form submissions and maintain organized records with this Paperless Forms and Insightly integration. Whenever a new entry is submitted in Paperless Forms, this workflow will create a record in Insightly, ensuring a seamless transfer of data between the two apps. Stay up-to-date and maintain an organized database without any manual hassle.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

insightly logo
insightly logo

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)

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
paperless-forms logo
paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier