Integrate Zoho Forms with Insightly
Send information between Zoho Forms and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Insightly for each form entry generated by Zoho Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Insightly from the responses collected via Zoho Forms.
How it works
- The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly for each form entry generated by Zoho Forms
Zoho Forms + Insightly
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Supported triggers and actions
Integrate Zoho Forms and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry submitted - Old version
Triggers when a new entry is submitted in the selected form
Entry submitted
Triggers when a new entry is submitted in the selected form
Form entry submitted
Triggers when a new form entry is submitted.
New Task
Triggers when a new task is created
New Contact
Triggers when a new contact is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create Organization
Creates a new organization
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
What is Zoho Forms?
Similar apps
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
