Integrate Jotform with Insightly
Send information between Jotform 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 Jotform
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Insightly using the form responses obtained from Jotform.
How it works
- The flow triggers when a new submission is added to the selected form in Jotform.
- Zoho Flow creates a new contact in Insightly.
Create a new contact in Insightly for each form entry generated by Jotform
Jotform + Insightly
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Supported triggers and actions
Integrate Jotform and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New submission
Triggers when a new response is submitted to a form
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create submission
Submits the data to this selected form
Fetch submission
Fetches the details of an existing form submitted
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Project
Creates a new project
Create Contact
Creates a new contact
What is Jotform?
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.
Similar apps
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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Avid Brio
I’m a lawyer by training, not a developer, but I built these flows myself. That says something about how accessible Zoho Flow is. It has helped us save over $100,000 and 1,200 hours every year.
Morten Lodal Askekilde
Chief Operating Officer, Alps Education
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Syncify
