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Integrate weForms with Insightly
Send information between weForms and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Add a new contact in Insightly for each new form submission received via weForms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Insightly the form responses received in weForms.
How it works
- The flow triggers when a form entry is submitted in weForms.
- Zoho Flow creates a new contact in Insightly.
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Add a new contact in Insightly for each new form submission received via weForms
weForms + Insightly
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Build your own integrations between weForms and Insightly
Connect weForms and Insightly with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate weForms and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Form entry submitted
Triggers when a form entry is submitted
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New Project
Triggers when a new project is created
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New Organization
Triggers when a new organization is created
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New Lead
Triggers when a new lead is created
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New Task
Triggers when a new task is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
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Create Organization
Creates a new organization
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Create Contact
Creates a new contact
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Create Project
Creates a new project
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Create Task
Creates a new task
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Create Lead
Creates a new lead
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Create Opportunity
Creates a new opportunity
What is weForms?
weForms is a form builder WordPress plugin that can help you create online contact forms.
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
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