Connect and Integrate
Insightly with WPForms

Connect Insightly to WPForms and watch how much smoother your workflows can become with automation.

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Explore workflows

Easy Steps to Connect
Insightly and WPForms

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Select a trigger in Insightly

Choose an event in Insightly like “New event in Insightly,” to set off your automation.

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Automate an Action in WPForms

Connect your WPForms account and select an action like “Take action in WPForms” to make your work flow.

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Customize the Workflow

Build your Insightly - WPForms automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Insightly and WPForms
to Automate these Workflows

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Create Freshdesk contacts from Insightly records

Why struggle? Insightly + Freshdesk make every task easier to manage.

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Create HubSpot Contacts from WPForms submissions

Transform your workflow with WPForms & HubSpot leading the way.

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Generate Leads in Salesforce from WPForms Submissions

Transform your workflow with WPForms & Salesforce leading the way.

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Create Freshdesk tickets from WPForms entries

WPForms and Freshdesk give you time back—automate your busywork.

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Generate Freshdesk tickets from WPForms entries

Put your workflow on autopilot. WPForms + Freshdesk are here to help!

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Convert WPForms entries into Freshdesk contacts

Let WPForms +Freshdesk handle the hard work while you take it easy.

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Schedule Google Calendar events from WPForms entries

Let WPForms and Google Calendar handle the details—you focus on the big picture!

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Create Zendesk ticket comments from new WPForms entries

Unlock a new level of ease. WPForms + Zendesk get it done for you.

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Create Zoho Desk tickets from new WPForms entries

Take your work to the next level. WPForms and Zoho Desk make it happen!

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Create Zoho CRM contacts from new WPForms entries

Say goodbye to manual work. WPForms + Zoho CRM have you covered!

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Update Zoho CRM contacts from new WPForms form entries

Let WPForms + Zoho CRM handle the hard work while you take it easy.

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Create Zendesk users from new WPForms entries

Make life easier! WPForms + Zendesk smooth out your workflows.

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Update Zendesk tickets with new WPForms entries

Get more done with WPForms & Zendesk—they’re a perfect match!

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Create Xero contacts from new WPForms entries

WPForms and Xero give you time back—automate your busywork.

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Update Xero contacts from new WPForms entries

Ready to boost productivity? Let WPForms + Xero take over.

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Create Zendesk tickets for new WPForms entries

WPForms & Zendesk working together means less stress, more success.

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Send SMS via Twilio for new WPForms entries

Put your workflow on autopilot. WPForms + Twilio are here to help!

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Generate Trello boards for new WPForms form entries

WPForms and Trello—because your workflow deserves an upgrade.

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Create Trello checklists from WPForms submissions

WPForms and Trello together? That’s how you get more done, faster.

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Generate Trello cards from WPForms entries

Work smarter, not harder—WPForms + Trello streamline every task.

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Label Trello cards for new WPForms submissions

Discover how WPForms and Trello can simplify everything you do.

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About Insightly

Insightly is a CRM and project management tool designed for small and medium-sized businesses. With features like lead tracking, project management, and reporting, Insightly enhances operational efficiency. Its integration capabilities streamline data management, making it an essential tool for organizations looking to improve their sales processes and project management efforts.
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About WPForms

WPForms is a WordPress plugin that simplifies the creation of forms and surveys. With its drag-and-drop builder and customizable templates, WPForms enables users to collect data efficiently. Its integration capabilities enhance functionality, making it a valuable tool for businesses looking to optimize their data management and improve customer interactions.
Learn more