Integrate Everest Forms with Insightly
Send information between Everest Forms and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Insightly for each new form submission received via Everest Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This workflow will generate a new contact in Insightly using the form inputs received in Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a new contact in Insightly.
Add a new contact in Insightly for each new form submission received via Everest Forms
Everest Forms + Insightly
Build your own integrations between Everest Forms and Insightly
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Supported triggers and actions
Integrate Everest Forms and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
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
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create Organization
Creates a new organization
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Opportunity
Creates a new opportunity
What is Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
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.
Similar apps
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
