FormCrafts + Insightly Integration

Connect FormCrafts to Insightly in 1 click

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1.
  • FormCrafts
    Form is submitted in FormCrafts
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
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2.

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Most popular automationsmost-popular-automations
FormCrafts + Insightly Integration

Create Insightly contact for new FormCrafts response

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

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

Create Insightly task for new FormCrafts response

It's important to stay on top of your customer relationships, and one way to do that is to create Insightly tasks for new FormCrafts responses 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 FormCrafts response received today - your customers will thank you for it!
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FormCrafts + Insightly Integration

Create Insightly opportunity for new FormCrafts response

Integrating your Insightly with your FormCrafts, can help you automatically create new opportunitys based on responses 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 FormCrafts - 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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FormCrafts
FormCrafts
FormCrafts is a designer and developer-friendly form builder that helps you build beautiful and engaging forms. Whether it's for event registration, user feedback or simply collecting leads, its drag-and-drop editor makes the form-building process easy.
Insightly
Insightly
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.