Integrate Formsite with Insightly
Send information between Formsite and Insightly automatically, without writing any code, using Zoho Flow.
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Create a new contact in Insightly whenever a form is submitted through Formsite
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 Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly whenever a form is submitted through Formsite
Formsite + Insightly
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Supported triggers and actions
Integrate Formsite and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Result submitted through forms
Triggers when a result is submitted through the selected form
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
What is Formsite?
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
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