Insightly form builder
Easily integrate with Insightly for effortless record creation and updates.
Trusted by lead gen teams and agencies
Capture leads in Growform, close them in Insightly
Growform is an all-in-one online form builder that helps businesses create beautiful and customizable forms that work on all devices. With Growform, you can easily create single or multi-step forms that fit in with your brand’s look and feel. Whether you need a simple contact form or a complex survey, Growform makes it easy to create and manage your forms. One of the most powerful features of Growform is its integration with Insightly.
For a sales team, that means every lead lands in Insightly the moment it is submitted, with the answers from each step of the form attached, so reps can prioritize, assign and follow up without retyping anything. Multi-step forms typically collect more leads than a single long page, and conditional logic and hidden fields mean Insightly receives clean, well-qualified records with campaign data intact.
Collect up to 2x more leads and send them straight to Insightly
Growform makes it easy to build multi-step forms that get more leads.
We’ve taken years of experience in conversion rate optimization and landing page best practice and distilled it into an easy-to-use form builder.
Every submission is sent to Insightly automatically, safely and securely.
A Insightly form that looks like your brand
Don’t settle for “yet another Insightly form” – use advanced customization options like custom fonts, background images and color schemes to build a form that looks just like your brand.
A good form is more than just its appearance – it’s about the user experience. Growform ensures your forms are responsive, giving your customers an exceptional experience whether they’re on a desktop or on the go with their mobile device.
If you’re not sure where to start, there’s a template for pretty much every industry!
Available actions
Here are a few things a Growform submission can do in Insightly:
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Create Insightly Record
Creates a new record in Insightly for each new form submission.
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Update Insightly Record
Updates an existing Insightly record for each new form submission.
How does it work?
Insightly is a great CRM. Growform handles the form itself — multi-step, branded and built to convert — and passes every submission to Insightly automatically.
How it works: build the form in Growform, connect it to Insightly in a few clicks, and every submission lands in Insightly automatically.
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Step 1: Have a Insightly account ready
You’ll need a Insightly account to receive the leads. If you already use Insightly, you’re set. -
Step 2: Create a form with Growform
Next, create a free Growform account and build your first form — start from a template or from scratch. -
Step 3: Connect Growform to Insightly
Now you’ve got your form, connect it to Insightly in a few clicks via Zapier — no code needed. Read the integration guide.
- Can this be used to make single step and multi step Insightly forms?
Yes! Growform excels at creating multi-step lead generation forms, but is also a powerful tool to create single page or “one step” forms.
- Is there any disadvantage to using Zapier to integrate Growform & Insightly?
No, using Zapier to integrate these systems is an industry best-practice. Millions of customers rely on Zapier to integrate systems, and it is widely considered a safe, secure and reliable way to deliver leads.
- What can I build with this?
Growform can be used to build Insightly contact forms, quote forms, “wizard” style forms or simple one-page forms. You can even add conditional logic, prefilled fields or add hidden fields!
- How can I embed and share my form?
You’ll be provided with some simple embed code, which lets you embed your form anywhere you wish. The form embed code works with all major website building platforms, such as WordPress, Squarespace and Unbounce.
Start your free trial
Build forms that send every lead to Insightly. 14-day free trial, no credit card required.