123FormBuilder + Insightly Integration

Connect 123FormBuilder to Insightly - Automate your workflows in 1-click

With 123FormBuilder automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Make use of Insightly automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s 123FormBuilder + Insightly integration.
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Ready Workflows For 123FormBuilder + Insightly Integration

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123FormBuilder + Insightly Integration

Create Insightly contact for new 123FormBuilder submission

When someone completes your 123FormBuilder, a new contact is automatically created in your Insightly. This way, you can quickly follow up with the submission and turn them into a customer!

Plus, all of the information from the 123FormBuilder is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a 123FormBuilder - Insightly integration set up makes it easy to manage your customer relationships and grow your business.
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123FormBuilder + Insightly Integration

Create Insightly task for new 123FormBuilder submission

It's important to stay on top of your customer relationships, and one way to do that is to create Insightly tasks for new 123FormBuilder submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Insightly task for new 123FormBuilder submission received today - your customers will thank you for it!
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123FormBuilder + Insightly Integration

Create Insightly opportunity for new 123FormBuilder submission

Integrating your Insightly with your 123FormBuilder, can help you automatically create new opportunitys based on submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This 123FormBuilder - Insightly integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Create Your Own 123FormBuilder & Insightly Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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123FormBuilder + Insightly Integration
1.
  • 123FormBuilder
    Submission is created in 123FormBuilder

    Triggers the automation when a new form is submitted

  • 123FormBuilder
    Form is created in 123FormBuilder

    Triggers the automation when a new form is created

  • Insightly
    Task is created in Insightly

    Triggers the automation when a new task is created

  • Insightly
    Lead is created in Insightly

    Triggers the automation when a new lead is created

  • Insightly
    Lead is updated in Insightly

    Triggers the automation when the lead information is updated

  • Insightly
    Organisation is added in Insightly

    Triggers the automation when a new organization is created

  • Insightly
    Organisation is updated in Insightly

    Triggers the automation when any organization's profile is modified

  • Insightly
    Contact is updated in Insightly

    Triggers the automation when a contact is updated

  • Insightly
    Contact is created in Insightly

    Triggers the automation when a new contact is created

  • Insightly
    Project is created in Insightly

    Triggers the automation when a new project is created

  • Insightly
    Opportunity is created in Insightly

    Triggers the automation when any opportunity is updated

  • Insightly
    Opportunity is updated in Insightly

    Triggers the automation when an opportunity is updated

2.
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity in Insightly

    Updates the opportunity details as needed

  • Insightly
    Create contact in Insightly

    Adds a new contact to the database

  • Insightly
    Search contact in Insightly

    Finds and retrieves contact information

  • Insightly
    Create opportunity in Insightly

    Creates a new instance of the support system

  • Insightly
    Create lead in Insightly

    Generates new leads for potential customers

  • Insightly
    Search lead in Insightly

    Retrieves information for a particular lead

  • Insightly
    Create task in Insightly

    Creates a new task

  • Insightly
    Search user in Insightly

    Searches for a user

  • Insightly
    Create organisation in Insightly

    Generates a new invoice

  • Insightly
    Search organisation in Insightly

    Finds and retrieves information about a organization

  • Insightly
    Create project in Insightly

    Creates a new project

  • Insightly
    Search project in Insightly

    Searches for a project

  • Insightly
    Get contact by id in Insightly

    Retrieves a contact's information based on their id

  • Insightly
    Search opportunity in Insightly

    Searches for a opportunity

  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly

    Searches for a project using the id

  • Insightly
    Update project in Insightly

    Updates a project

  • Insightly
    Delete project in Insightly

    Auomatically deletes a project

3x-10x Less Expensive Than Popular Alternatives
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2,000 Tasks
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Integrate 123FormBuilder & Insightly In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.

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