Integrate Bit Form with Insightly

Send information between Bit Form and Insightly automatically, without writing any code, using Zoho Flow.

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Create a new contact in Insightly for each form entry generated by Bit Form

Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in Insightly using the form responses obtained from Bit Form.

How it works
  1. The flow triggers when a new form response is received in Bit Form.
  2. Zoho Flow creates a new contact in Insightly.
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Create a new contact in Insightly for each form entry generated by Bit Form

Bit Form + Insightly

Build your own integrations between Bit Form and Insightly

Connect Bit Form and Insightly with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Bit Form and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form response received

Triggers when a new form response is received

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created

New Lead

Triggers when a new lead is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

All Actions - Actions are the automated tasks

Create form response

Creates a new form response

Create Opportunity

Creates a new opportunity

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Task

Creates a new task

Create Project

Creates a new project

Create Lead

Creates a new lead

Create Organization

Creates a new organization

What is Bit Form?

Bit Form is a WordPress form builder. It provides 19+ field types with drag & drop features, a built-in style editor, pre-built contact form templates, and more.

Forms WordPress Plugins

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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