

Integrate Formstack with Insightly
Send information between Formstack and Insightly automatically, without writing any code, using Zoho Flow.
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Create a new contact in Insightly for each form entry generated by Formstack
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in Insightly using the form responses obtained from Formstack.
How it works
- The flow triggers when a new submission is added to the selected form in Formstack.
- Zoho Flow creates a new contact in Insightly.


Create a new contact in Insightly for each form entry generated by Formstack
Formstack + Insightly

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Supported triggers and actions
Integrate Formstack and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New Submission
Triggers when a new submission is added to the selected form

New Form
Triggers when a new form 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

New Organization
Triggers when a new organization is created

New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks

Create Submission
Creates a submission in the selected form

Create Project
Creates a new project

Create Contact
Creates a new contact

Create Lead
Creates a new lead

Create Task
Creates a new task

Create Organization
Creates a new organization

Create Opportunity
Creates a new opportunity
What is Formstack?
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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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