Gravity Forms + Insightly Integration
Integrate Gravity Forms to Insightly in one click, or tell Integrately AI how you want each submission handled. Enrich leads, update your CRM records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Form is submitted in Gravity Forms
Task is created in Insightly- Lead is created in Insightly
- Lead is updated in Insightly
- Organisation is added in Insightly
- Organisation is updated in Insightly
- Contact is updated in Insightly
- Contact is created in Insightly
- Opportunity is created in Insightly
- Project is created in Insightly
- Opportunity is updated in Insightly
2.
- Update entry in Gravity Forms
- Create entry in Gravity Forms
- Submit form in Gravity Forms
- Get form submission by ID in Gravity Forms
- Update task in Insightly
- Update Contact in Insightly
- Get task by ID in Insightly
- Get organization by ID in Insightly
- Get opportunity by ID in Insightly
- Update opportunity in Insightly
- Create contact in Insightly
- Search contact in Insightly
- Create opportunity in Insightly
- Create lead in Insightly
- Search lead in Insightly
- Create task in Insightly
- Search user in Insightly
- Create organisation in Insightly
- Search organisation in Insightly
- Create project in Insightly
- Search project in Insightly
- Get contact by id in Insightly
- Search opportunity in Insightly
- Delete opportunity in Insightly
- Link objects in Insightly
- Get project by ID in Insightly
- Update project in Insightly
- Delete project in Insightly
Trusted by experts at...
Ready Workflows for Gravity Forms + Insightly Integration
Capture submissions, create leads in your CRM, update contact records, alert your sales team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Gravity Forms + Insightly flow
Send submission data to messaging channels, email campaigns, calendars, or payment tools as soon as a form is filled out. Pick a combination and activate it in one click.
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Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) +
Mailchimp (3)
Mailchimp (3) +
Calendly (3)
Calendly (3) +
Google Drive (3)
Google Drive (3) +
Stripe (3)
Stripe (3) G
I
S
When a form is submitted in Gravity Forms, create an Insightly lead and notify your sales team in Slack.
New Gravity Forms submissions instantly generate an Insightly lead while your sales team receives an immediate alert in Slack.
G
I
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If a Gravity Forms submission selects enterprise tier, create a priority Insightly lead and alert management in Slack.
High-value form submissions create priority leads in Insightly while immediately notifying your management channel on Slack.
G
I
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When an Insightly lead is updated after a Gravity Forms submission, post the stage change update in Slack.
Keep your team aligned by posting Insightly lead updates in Slack whenever form data triggers a pipeline change.
Supported triggers and actions for Gravity Forms and Insightly
Mix and match to build the exact automation you need
What can you automate with Gravity Forms + Insightly?
Streamline your customer data flow by turning every form submission into an organized CRM record automatically.
🔄
Create Insightly leads from form submissions
Every time a visitor submits a form in Gravity Forms, a new lead is created in Insightly automatically. Eliminate manual data entry and ensure zero prospect details are ever left behind.
📝
Capture every submitted custom field
Map all form answers into separate Insightly fields instead of generic notes. Your CRM records become a structured source for review and sales follow-up.
🔔
Notify the right team member instantly
Alert your sales reps the moment a high-value form entry arrives. Connect communication tools to ensure immediate team awareness and faster response times.
🔀
Route submissions based on form answers
Send enterprise inquiries to senior sales reps while routing standard questions to support queues. Conditional logic ensures every submission reaches the right owner.
🔄
Keep CRM records up to date as details change
Update existing Insightly contacts whenever returning users submit new form information. Prevent duplicate entries and maintain a clean customer database.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Insightly before creating a new record. Existing profiles get updated with latest submission data automatically.
💳
Handle later status changes and payments
Trigger pipeline updates and follow-up tasks when connected payment tools or subscription events confirm a successful transaction.
⚡
Extend your workflow to supporting apps
Connect Gravity Forms and Insightly with email marketing, messaging, calendar scheduling, or cloud storage tools to build multi-step automated pipelines.
And much more...
Who is Gravity Forms + Insightly integration for?
Sales teams, marketers, and business owners who need to capture form submissions and turn them into CRM records instantly without manual data entry.
Performance marketers
Sales representatives
Client success managers
Operations directors
Business development teams
Data administrators
📈
Performance marketers
You're running lead generation campaigns via form submissions but your CRM tracking sheet only updates when someone manually exports entries, so the conversion counts you're optimising against are always outdated — with this integration, every new submission lands in your CRM instantly and your campaign data stays current.
⚡
Sales representatives
You need to reach out to inbound prospects quickly, but waiting for manual form notifications means hours pass before you see new inquiries — with this integration, every new submission creates a lead immediately so you can follow up while interest is highest.
🤝
Client success managers
You answer to clients who expect prompt updates on onboarding requests, but checking form entries by hand leaves gaps in your project tracking — with this integration, every form submission populates your management tools automatically and keeps stakeholders informed.
📊
Operations directors
The volume of inbound form submissions is too high for your staff to keep up with manual entry, leading to frequent data bottlenecks — with this integration, high-volume entries flow directly into your CRM without requiring human intervention.
🎯
Business development teams
You depend on marketing teams to hand over prospective client details from web forms, but communication delays stall your outreach — with this integration, every submission creates a pipeline record instantly so you never miss a handover.
📁
Data administrators
You need a reliable history of all form interactions, but manual copying frequently introduces typos and missing fields into your records — with this integration, exact form data populates your database cleanly every single time.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Gravity Forms + Insightly
Build and manage your Gravity Forms + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Gravity Forms + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Gravity Forms + Insightly Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Gravity Forms to Insightly?
You can connect Gravity Forms to Insightly easily using 1-click ready workflows or Integrately AI. Start by selecting a ready template connecting Gravity Forms and Insightly, or use Integrately AI to build custom pipelines integrating Slack, Gmail, Mailchimp, and 1,500+ other apps.
Can I automatically create Insightly leads from Gravity Forms submissions?
Can I connect Gravity Forms, Insightly, and Slack?
What is a good Zapier alternative for Gravity Forms and Insightly?
How are form entries and custom fields handled between Gravity Forms and Insightly?
Can I update existing Insightly records when a returning user submits a Gravity Forms entry?
Do I need coding skills to automate Gravity Forms and Insightly?
Is the Gravity Forms and Insightly integration free?
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