Insightly + WPForms Integration

Connect Insightly to WPForms - Automate your workflows in 1-click

Make use of Insightly automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With WPForms automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Get the best of both with Integrately’s Insightly + WPForms integration.
Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Insightly + WPForms Integration

Just click on the workflow you want to automate
most-popular-automations
WPForms + Insightly Integration

Create Insightly contact for new WPForms form submission

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

Create Insightly opportunity for new WPForms form submission

Integrating your Insightly with your WPForms, 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 WPForms - 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.
See more
Activate
WPForms + Insightly Integration

Create Insightly task for new WPForms 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 WPForms 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 WPForms form submission received today - your customers will thank you for it!
See more
Activate
  • 1of2

Create Your Own Insightly & WPForms Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Insightly + WPForms Integration
1.
  • Insightly
    Task is created in Insightly

    Triggers the automation whenever a new task is created

  • Insightly
    Lead is created in Insightly

    Triggers the automation whenever a new lead is created

  • Insightly
    Lead is updated in Insightly

    Triggers the automation whenever the lead information is updated

  • Insightly
    Organisation is added in Insightly

    Triggers the automation whenever a new organization is created

  • Insightly
    Organisation is updated in Insightly

    Triggers the automation whenever any organization's profile is modified

  • Insightly
    Contact is updated in Insightly

    Triggers the automation whenever a contact is updated

  • Insightly
    Contact is created in Insightly

    Triggers the automation whenever a new contact is created

  • Insightly
    Opportunity is created in Insightly

    Triggers the automation whenever any opportunity is updated

  • Insightly
    Project is created in Insightly

    Triggers the automation whenever a new project is created

  • Insightly
    Opportunity is updated in Insightly

    Triggers the automation whenever an opportunity is updated

  • WPForms
    Form is submitted in WPForms

    Automatically generates a new invoice

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

    Automatically updates the opportunity details as needed

  • Insightly
    Create contact in Insightly

    Automatically adds a new contact to the database

  • Insightly
    Search contact in Insightly

    Automatically finds and retrieves contact information

  • Insightly
    Create opportunity in Insightly

    Automatically creates a new instance of the support system

  • Insightly
    Create lead in Insightly

    Automatically generates new leads for potential customers

  • Insightly
    Search lead in Insightly

    Automatically retrieves information for a particular lead

  • Insightly
    Create task in Insightly

    Automatically creates a new task

  • Insightly
    Search user in Insightly

    Automatically searches for a user

  • Insightly
    Create organisation in Insightly

    Automatically generates a new invoice

  • Insightly
    Search organisation in Insightly

    Automatically finds and retrieves information about a organization

  • Insightly
    Create project in Insightly

    Automatically creates a new project

  • Insightly
    Search project in Insightly

    Automatically searches for a project

  • Insightly
    Get contact by id in Insightly

    Automatically retrieves a contact's information based on their ID

  • Insightly
    Search opportunity in Insightly

    Automatically searches for a opportunity

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

    Automatically searches for a project using the ID

  • Insightly
    Update project in Insightly

    Automatically updates a project

  • Insightly
    Delete project in Insightly

    Auomatically deletes a project

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricing

Integrate Insightly & WPForms 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!

Want to automate something else in your workflow?

You Can Also Connect Insightly or WPForms With 1200+ Other Apps

undefined Integrations

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.

See Insightly Integrations
undefined Integrations

WPForms is a WordPress plugin. Whether you're looking to build an email subscription form, contact form, order form or any other type of online form, WPForms gives you the tools you need.

See WPForms Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
Connect Insightly + WPForms Now
In Just 1 Click!
P
ProductHunt

Most upvoted product of the month

▲ 2000+
leadermost-implementableeasiest-to-do-businessbest-support