Insightly Form Integration

Create dynamic forms with Zapier Interfaces and send submissions to Insightly. No coding required.

Create Form

How Zapier Interfaces works with Insightly

Create your form

Create a form that collects the data you need with a look and feel that matches your brand.

Connect Insightly

Quickly connect apps so that you can send Zapier Interfaces form submissions to Insightly.

Craft your automation

Create and configure your workflow so that data flows exactly where you need it.

Integrates with 6000+ apps

Zapier Interfaces is more than forms

Template library

Build an interface from scratch or work from a series of templates to get started quickly.

Building blocks

Easily drag and drop components—like intake forms and Kanban boards—onto your web page so you can build at growth speed.

AI components

Take your website and apps to the next level with ChatGPT so you can provide your customers with personalized interactions.

Integrations and databases

Connect your interface with 6,000+ Zapier app integrations so you can automatically sync data between your go-to apps.

Customization

Change the color scheme, upload your company logo, and connect an interface to your own domain name for a cohesive look.

Access controls

Give specific users access or add a password control, so you can be sure the right people have access to your interfaces.

How Zapier integrates with Insightly

If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Zapier and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.

Here are some creative ways to use Insightly with Zapier:

Save important sales leads that land on your website. If you use the Gravity Forms plug-in for your WordPress site, Zapier will convert those form submissions into Insightly contacts.
Build lists for your email marketing campaigns. After a new contact is added to Insightly, Zapier inserts them directly into your MailChimp email list.
Assign tasks to your team that already include the details. Make or move a Trello card to a specific list and let Zapier assign that task to your Insightly team member.