Insightly + WPForms
Update Insightly leads with new WPForms form entries
Effortlessly keep your contact information up-to-date with this WPForms and Insightly automation. Once a new form entry is submitted in WPForms, this workflow will update the corresponding lead in Insightly, ensuring your data remains accurate and current. Save time and maintain an organized customer database with this seamless connection.
Effortlessly keep your contact information up-to-date with this WPForms and Insightly automation. Once a new form entry is submitted in WPForms, this workflow will update the corresponding lead in Insightly, ensuring your data remains accurate and current. Save time and maintain an organized customer database with this seamless connection.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Update Record
Updates a Record
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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.
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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.
