Insightly + Ninja Forms Integration

Connect Insightly to Ninja Forms in 1 click

Popular Insightly + Ninja Forms Workflows

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Ninja Forms + Insightly Integration

Create Insightly contact for new Ninja Forms form submission

When someone completes your Ninja Forms, 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 Ninja Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Ninja Forms - Insightly integration set up makes it easy to manage your customer relationships and grow your business.
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Ninja Forms + Insightly Integration

Create Insightly opportunity for new Ninja Forms form submission

Integrating your Insightly with your Ninja Forms, 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 Ninja 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.
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Ninja Forms + Insightly Integration

Create Insightly task for new Ninja Forms form 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 Ninja Forms 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 Ninja Forms form submission received today - your customers will thank you for it!
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Insightly + Ninja Forms Integration
1.
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Opportunity is created 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
  • Ninja Forms
    Form is submitted in Ninja Forms Instant
2.
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly

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Insightly + Ninja Forms Integration
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