Insightly + WPForms Integrations
Put Insightly + WPForms to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Insightly and WPForms
See the kind of workflows teams build with Insightly and WPForms below — describe the exact one you want above and the Agent builds it on demand.
Insightly + WPForms
When a record is deleted in Insightly, locate and mark the matching lead record submitted via WPForms.
Convert form responses into CRM contacts
When a prospect submits a new form response in WPForms, automatically create or update their contact profile in Insightly.
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Send customer feedback surveys on closed deals
When a deal is marked won in Insightly, automatically add the customer as a respondent in WPForms to gather post-sale feedback.
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Log survey feedback directly to CRM activity logs
When a customer completes a survey in WPForms, automatically log the activity under their profile in Insightly so reps see customer sentiment.
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Browse the full workflow library →
Looking to achieve something else with Insightly and WPForms?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Insightly and WPForms
Everything Insightly and WPForms can do inside a workflow — the triggers that start one and the actions that run when it fires.
Insightly Explore Insightly →
A cloud CRM and project management platform that manages sales pipelines, customer contacts, and project delivery.
TriggersTriggers when a record is deleted.
Triggers when a new record is created.
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.).
Triggers when a record is updated.
Creates a Record
Updates a Record
WPForms Explore WPForms →
WPForms is a drag-and-drop WordPress form plugin that enables users to create contact forms, surveys, and online payment forms easily.
Knit's Integrations Agent builds WPForms's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against WPForms's API.
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Actionstep
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Advyzon
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AEvent
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Other Forms & Surveys apps on Knit
Explore more Forms & Surveys integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
123FormBuilder
A versatile web form creation tool that allows users to build custom online forms, surveys, and workflows without coding.
4screens
An interactive content creation platform that lets users build custom surveys, polls, quizzes, and online forms.
97Display
97Display is a website builder and lead generation platform designed specifically for martial arts schools and fitness businesses.
AbcSubmit
AbcSubmit is online form builder software designed to build web forms, surveys, and payment forms.
AdPage
AdPage is a digital marketing platform for building high-converting landing pages, interactive quizzes, and lead generation forms.
Agolix
Agolix is an online assessment and survey creation tool used to generate customized quizzes, tests, and automated reports.
AidaForm
AidaForm is online form builder software used to create web forms, surveys, and order forms.
Alchemer
An enterprise survey and customer feedback platform for gathering, analyzing, and acting on operational and customer data.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Insightly + WPForms
Is there a pre-built Insightly + WPForms automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Insightly and WPForms's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Insightly or WPForms connector?
No. The Agent works whether or not Insightly or WPForms 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 WPForms 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 WPForms to collect feedback.