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Wufoo and Insightly

Easily integrate Wufoo forms with Insightly using Zapier.

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Who are we?

Wufoo logo

Wufoo

We're Wufoo! Our HTML form builder helps you create contact forms, online surveys, and invitations so you can collect the data, registrations and online payments you need without writing a single line of code.

Insightly logo

Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Popular Ways to Connect Wufoo and Insightly

  • Wufoo logo + Insightly logo

    Send Contacts From Your Wufoo Form to Insightly

    If you use a web form like Wufoo to collect contact information, you often want those contacts to wind up in your CRM. This integration makes it easy to create new contacts in Insightly when someone fills out your Wufoo form.

    How It Works

    1. Someone fills out your Wufoo form.
    2. Zapier automatically creates a new contact in Insightly with that information.

    What You Need

    1. A Wufoo account
    2. An Insightly account

  • Wufoo logo + Insightly logo

    Create Insightly opportunities from Wufoo entries

    A form on your website. One of the simplest ways to generate leads and other opportunities for you business. But in the past, that meant gathering the information from the form itself and then adding it by hand to your CRM, which could take hours. Enter Zapier, where a simple automation can do all of that manual work for you, and leave you with more time to close those opportunities.

    How It Works

    1. You have a new entry in Wufoo
    2. Zapier automatically creates an opportunity in Insightly

    What You Need

    • Wufoo account
    • Insightly account

  • Wufoo logo + Insightly logo

    Create Insightly tasks from new Wufoo form entries

    Your team uses Wufoo because it makes it easy for customers to contact you. So when someone fills out your Wufoo form, you want to make sure your team responds quickly. This integration automatically creates a task in Insightly for every new submission to Wufoo. Your new customers will never have to wait to hear from you!

    How It Works

    1. A new submission is made to a Wufoo form.
    2. Zapier automatically creates a task in Insightly.

    What You Need

    • A Wufoo account
    • An Insightly account

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Want to know why Wufoo is the best online form builder? When you design a form with Wufoo, it automatically builds the database, backend, and scripts needed to make collecting and understanding your data easy, fast, and fun. Because we host everything, all you need is a browser, an Internet connection, and a few minutes to build a form and start using it right away. At Wufoo, we believe forms are the starting point for building anything useful on the web. Basically, they’re the most efficient mechanisms for collecting data from people. The problem is sometimes creating an online form isn’t very efficient. The process of creating a form and all the database structures and scripts necessary to make it work (not to mention useful) is a really tedious process that makes what should be a simple task (collecting and understanding information) not really worth the time, effort, or cost of the endeavor. The entire process could take you or your IT person days, if not weeks. With Wufoo, you can skip all the hard stuff (because it does it all for you) and start getting things done.

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