Integrate Gravity Forms with Insightly

Send information between Gravity Forms and Insightly automatically, without writing any code, using Zoho Flow.

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Create a contact in Insightly each time a form is filled out on Gravity Forms

Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Insightly using the form inputs received in Gravity Forms.

How it works
  1. The flow triggers when a new form is submitted in Gravity Forms.
  2. Zoho Flow creates a new contact in Insightly.
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Create a contact in Insightly each time a form is filled out on Gravity Forms

Gravity Forms + Insightly

Build your own integrations between Gravity Forms and Insightly

Connect Gravity Forms and Insightly with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Gravity Forms and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a new form entry is submitted

Form entry updated

Triggers when the details of an existing form entry is updated

Form entry status changed

Triggers when the status of an existing form entry is changed

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

All Actions - Actions are the automated tasks

Submit form entry

Submits a form entry

Add form entry

Creates a new form entry

Update form entry

Updates the details of an existing form entry

Fetch form entry

Fetches the details of an existing form entry

Create Task

Creates a new task

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Event

Creates a new event

What is Gravity Forms?

Gravity Forms is a tool to create forms for your WordPress powered websites. It provides ready-to-use form fields, conditional logic, and more.

Forms WordPress Plugins

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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