Integrate Gravity Forms with Insightly
Send information between Gravity Forms and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new form is submitted in Gravity Forms.
- Zoho Flow creates a new contact in Insightly.
Create a contact in Insightly each time a form is filled out on Gravity Forms
Gravity Forms + Insightly
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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.
Similar apps
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.
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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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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