Gravity Forms Insightly

Gravity Forms + Insightly Integrations

Put Gravity Forms + Insightly to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Gravity Forms and Insightly below — describe the exact one you want above and the Agent builds it on demand.

Gravity Forms + Insightly When a new entry is submitted via Gravity Forms, parse the response and create a new record in Insightly.
Convert form responses into CRM contacts When a prospect submits a new form response in Gravity Forms, automatically create or update their contact profile in Insightly. See details
Send customer feedback surveys on closed deals When a deal is marked won in Insightly, automatically add the customer as a respondent in Gravity Forms to gather post-sale feedback. See details
Log survey feedback directly to CRM activity logs When a customer completes a survey in Gravity Forms, automatically log the activity under their profile in Insightly so reps see customer sentiment. See details

Browse the full workflow library →

Looking to achieve something else with Gravity Forms and Insightly?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Gravity Forms and Insightly

Everything Gravity Forms and Insightly can do inside a workflow — the triggers that start one and the actions that run when it fires.

Gravity Forms Explore Gravity Forms →

Gravity Forms is a plugin for WordPress that allows site owners to build advanced forms and surveys.

Knit's Integrations Agent builds Gravity Forms's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Gravity Forms's API.

Insightly Explore Insightly →

A cloud CRM and project management platform that manages sales pipelines, customer contacts, and project delivery.

Triggers
Deleted Record

Triggers when a record is deleted.

New Record

Triggers when a new record is created.

Updated Field on Record

Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).

Updated Record

Triggers when a record is updated.

Actions
Create Record

Creates a Record

Update Record

Updates a Record

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Gravity Forms + Insightly

Is there a pre-built Gravity Forms + Insightly automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Gravity Forms and Insightly's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Gravity Forms or Insightly connector?

No. The Agent works whether or not Gravity Forms or Insightly already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Insightly?

Yes, inbound responses from Gravity Forms can instantly generate new lead records or deals in Insightly without manual data entry.

Can I send survey invitations based on deal updates in Insightly?

Yes, when a deal is won or updated in Insightly, you can automatically add the contact as a respondent in Gravity Forms to collect feedback.

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