Connect Gravity Forms and Insightly
Integrate Gravity Forms with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record in Insightly when New Form Submission in Gravity-forms
Update Record in Insightly when New Form Submission in Gravity-forms
List Contact in Insightly when New Form Submission in Gravity-forms
List Emails from Insightly when New Form Submission in Gravity-forms
List Leads from Insightly when New Form Submission in Gravity-forms
Popular Gravity Forms + Insightly flows
Start from a real workflow other teams are already running.
Choose a trigger
Gravity Forms
When this happens...
New Form Submission
Choose an action
Insightly
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
Create Record in Insightly when New Form Submission in Gravity-forms
Use this flowUpdate Record in Insightly when New Form Submission in Gravity-forms
Use this flowList Contact in Insightly when New Form Submission in Gravity-forms
Use this flowList Emails from Insightly when New Form Submission in Gravity-forms
Use this flowList Leads from Insightly when New Form Submission in Gravity-forms
Use this flowList Milestones from Insightly when New Form Submission in Gravity-forms
Use this flowList Opportunities from Insightly when New Form Submission in Gravity-forms
Use this flowList Organisations from Insightly when New Form Submission in Gravity-forms
Use this flowList Pipelines from Insightly when New Form Submission in Gravity-forms
Use this flowList Pipeline Stages from Insightly when New Form Submission in Gravity-forms
Use this flowSupported Triggers & Actions
Everything you can automate between Gravity Forms and Insightly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Triggered when a new form is submitted in Gravity Forms.
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
New or Updated Lead
Triggers when new lead is created or updated.
Do thisActions
Action is the task that follows automatically within your Gravity Forms integrations.
Create Record
Creates a Record.
Update Record
Updates a Record
List Contact
Retrieves the list of all contacts
List Emails
Retrieves the list of all emails
List Events
Retrieves the list of all events
List Leads
Retrieves the list of all leads
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Gravity Forms
Gravity Forms is a powerful and flexible WordPress plugin that allows users to create custom forms for their websites. It offers a wide range of features including conditional logic, file uploads, and multi-page forms, making it ideal for collecting information, conducting surveys, and managing user registrations.
Learn moreSimilar apps
About Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Gravity Forms and Insightly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Gravity Forms and Insightly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Insightly. No coding required.
Yes. You can set up a workflow where Gravity Forms triggers actions in Insightly, and a separate workflow where Insightly triggers actions in Gravity Forms. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Gravity Forms and Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Gravity Forms and Insightly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
