Integrate FormTitan with Insightly
Send information between FormTitan 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 FormTitan
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Insightly the form responses received in FormTitan.
How it works
- The flow triggers when a new form submission is received in FormTitan.
- Zoho Flow creates a new contact in Insightly.
Add a new contact in Insightly for each new form submission received via FormTitan
FormTitan + Insightly
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Supported triggers and actions
Integrate FormTitan and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submission received
Triggers when a new form submission is received
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
Fetch form
Fetches the details of an existing form using ID
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 FormTitan?
FormTitan is a comprehensive platform for CRM applications that lets you build portals, progressive and dynamic forms, schedulers, dashboards, 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.
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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
