Insightly is a modern customer relationship platform that helps sales teams reach out to the right leads at the right time. For even better customer insights, collect leads online with JotForm to automatically send the most relevant lead information straight to your Insightly CRM.
Use this integration to
Add contacts to your CRM system
Just choose a list to add contacts to within your Insightly account, then create tasks, specify roles for contacts, and attach files to projects — organizing your sales process in minutes. With JotForm’s Insightly integration smoothing out your lead gen workflow, engaging with leads and building client relationships has never been easier.
Customer relationship management tools are great for keeping track of all of your interactions with customers. Integrate JotForm with your preferred CRM tool to add form responses to customer profiles for a more accurate customer account.