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
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. Log in to your Insightly account and integrate with Jotform to get started. With Jotform’s Insightly integration smoothing out your lead gen workflow, engaging with leads, and building client relationships has never been easier.
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.
