Web to Lead and Web to Contact Webform Improvements

Turn your company’s website visitors into leads or contacts with Insightly’s web forms. Now that both Web to Lead and Web to Contact forms support custom fields, form details can be captured and automatically carried over from a lead to an opportunity to a project with our new custom field mapping.

Once leads have been captured on your website, you can automatically assign them to the appropriate teammate using our newly released lead assignment rules feature. This feature supports automatic lead assignment for leads you enter, and leads added using our API or imported from a file.

Hope you like the new improvements!

The Insightly Team




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