Cognito Forms + Insightly Integration

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

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

Integrating your Insightly with your Cognito Forms, can help you automatically create new opportunitys based on entrys 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 Cognito Forms - 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.

It's important to stay on top of your customer relationships, and one way to do that is to create Insightly tasks for new Cognito Forms entrys 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 Cognito Forms entry received today - your customers will thank you for it!

When Entry is created in Cognito Forms then Create contact in Insightly and Create opportunity in Insightly

When Entry is created in Cognito Forms then Create lead in Insightly and Create opportunity in Insightly

When a new Entry is created in Cognito Forms, Create organisation in Insightly and Create opportunity in Insightly.

When Entry is created in Cognito Forms then Create contact in Insightly and Create task in Insightly

When Entry is created in Cognito Forms then Create lead in Insightly and Create task in Insightly