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Insightly

Insightly Integration

Add to Form
Insightly Integration Screenshot 1
Insightly Integration Screenshot 2
Insightly Integration Screenshot 3
Insightly Integration Screenshot 4
Add to Form

Send lead information to your CRM

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.

Learn how to integrate your form with Insightly .

Listed in:
CRM
E-sign Compatible
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Back
  • Form Integrations/
  • CRM/
  • Insightly

CRM Integrations

26 Integrations

Improve customer relationships by seamlessly adding new contacts, deals, or tags to your CRM system! Just integrate your contact or lead gen form with one of the CRM platforms below to sync submissions to your sales pipeline. By adding new contacts automatically, you’ll spend less time entering data manually and more time closing the next big deal for your company.

HubSpot

HubSpot

Send new contacts to your CRM and create new deals
Infusionsoft Upload

Infusionsoft Upload

Upload Files to your Infusionsoft® Account
Zoho CRM

Zoho CRM

Instantly send new contacts to your CRM system
ActiveCampaign

ActiveCampaign

Update contacts and deals in your sales CRM
Keap

Keap

Add new contacts to your CRM and assign tags
Salesforce

Salesforce

Send new leads, contacts, or accounts to your sales CRM
Pipedrive

Pipedrive

Send new contacts, deals, and activities to your sales pipeline
Zendesk

Zendesk

Generate support tickets in Zendesk
Insightly

Insightly

Send lead information to your CRM
Highrise

Highrise

Sync new cases and contacts to your CRM
Solve

Solve

Add new contacts or companies to your CRM workflow
Callingly

Callingly

Instantly connect with new leads via phone
ClinchPad

ClinchPad

Create new leads in your sales pipeline
Akita

Akita

Automatically send new lead info to Akita
Platform ly

Platform.ly

Automatically send lead info to Platform.ly
EngageBay

EngageBay

Collect new contact info and sync it to EngageBay CRM
no CRM io

no CRM.io

Automatically add new leads or update existing ones
OpenCRM

OpenCRM

Create new leads, contacts, and more in OpenCRM

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