Cognito Forms + Insightly
Create new Insightly records from new Cognito Forms entries
Streamline your data entry process and boost productivity with this workflow. Whenever a new entry is made in Cognito Forms, a record will be instantly created in Insightly. The process saves you time on manual data transfer, ensuring your business processes operate smoothly and efficiently.
Streamline your data entry process and boost productivity with this workflow. Whenever a new entry is made in Cognito Forms, a record will be instantly created in Insightly. The process saves you time on manual data transfer, ensuring your business processes operate smoothly and efficiently.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Record
Creates a Record
- Free forever for core features
- 14 day trial for premium features & apps
About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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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.
