HappyForms + Insightly Integration

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

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

Integrating your Insightly with your HappyForms, can help you automatically create new opportunitys based on form 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 HappyForms - 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 HappyForms form 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 HappyForms form submission received today - your customers will thank you for it!

When Activity is created in HappyForms then Create contact in Insightly and Create opportunity in Insightly

When Activity is created in HappyForms then Create lead in Insightly and Create opportunity in Insightly

When a new Activity is created in HappyForms, Create organisation in Insightly and Create opportunity in Insightly.

When Activity is created in HappyForms then Create contact in Insightly and Create task in Insightly

When Activity is created in HappyForms then Create lead in Insightly and Create task in Insightly