Integrate Formidable Forms with Insightly
Send information between Formidable Forms and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Insightly whenever a form is submitted through Formidable Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Insightly the form responses received in Formidable Forms.
How it works
- The flow triggers when a new form entry is made in Formidable Forms.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly whenever a form is submitted through Formidable Forms
Formidable Forms + Insightly
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Supported triggers and actions
Integrate Formidable Forms and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry updated
Triggers when an existing form entry is updated
Form entry made
Triggers when a new form entry is made
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
What is Formidable Forms?
Formidable Forms is an advanced WordPress form plugin with a drag and drop form builder. Build a single contact form or complex multi-page forms with conditional logic, calculations, file uploads, and more.
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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