Insightly for Contact Form 7 and Ninja Forms

Description

Contact Form 7 insightly Plugin sends form submissions from Contact Form 7, Ninja Forms, Contact Form Entries and many other popular contact form plugins to Insightly CRM when someone submits a form. Learn more at crmperks.com

Supported Contact Forms

You will have to install Contact Form Entries Plugin for following forms plugins.

How to Setup

  • Go to “Insightly Accounts” tab then add new account.
  • Go to “Insightly Feeds” tab then create new feed.
  • Map required Insightly fields to contact form fields.
  • Send your test entry to Insightly.
  • Go to “Insightly Logs” tab and verify, if entry was sent to Insightly.

Connect insightly account

You can easily connect insightly to any form(contact form 7 , ninja forms, wp forms etc) by simply entering insightly API Key. Also you can connect multiple accounts.

Map insightly fields

After connecing account, simply select Insightly object then Map form(contact form 7 , ninja forms etc) fields to insightly object fields.

Filter form submissions

You can easily filter form(contact form 7 , ninja forms etc) submissions sent to insightly based on user input. For example sending only those form entries to insightly which contain work email address.

Manually send to insightly

Send contact form(contact form 7 , ninja forms etc) submissions to insightly when someone submits a form on your site. Also you can manually send form submissions to insightly.

insightly logs

View a detailed log of each contact form(contact form 7 , ninja forms etc) submission whether sent or not sent to insightly and easily resend form submission to insightly.

Send Data As insightly object Notes

Send one to many contact form(contact form 7 , ninja forms etc) fields as insightly object notes.

insightly forms

contact form 7 , ninja forms and some other popular contact forms are good but you can not send contact form submissions to any crm including insightly. You can send to any contact form(contact form 7 , ninja forms etc) submissions to insightly with this free plugin.

Premium Version Features.

Following features are available in Pro version of this plugin Contact Form Insightly.

  • Insightly Custom fields and Phone Number fields.
  • Google Analytics Parameters and Geolocation of a visitor who submitted the form.
  • Lookup lead’s email and phone number using email lookup apis. We support all good email lookup apis like Fullcontact
  • 20+ premium addons

Need Insightly Plugin for Woocommerce ?

We have Insightly add-on for Woocommerce. Woocommerce Insightly

Want to send data to crm

We have Premium Extensions for 20+ CRMs.View All CRM Extensions
* Contact form 7 Netsuite
* Contact form 7 Streak CRM

Screenshots

  • Connect insightly Account.
  • Map insightly fields.
  • insightly logs.
  • Send Contact form entry to insightly.
  • Get email infomation from Full Contact(Premium feature).
  • Get Customer geolocation, browser and OS (Premium feature).

FAQ

Where can I get support?

Our team provides free support at https://www.crmperks.com/contact-us/.

Ninja Forms insightly

You can easily connect insightly account to ninja forms with this free ninja forms insightly plugin, after connecting insightly select insightly object then map ninja forms fields to insightly object fields.

Contact Form 7 insightly

You can easily connect your insightly account to Contact Form 7 with this free Contact Form 7 insightly plugin, select insightly object then map Contact Form 7 fields to insightly object fields.

embed insightly form in pop-up or popup

You can display insightly form in popup. Simply install free CRM Perks Forms , add a popup form then map popup form fields to insightly Contact fields.

best form builder insightly

Create beautifull forms for wordpress with CRM Perks Forms , then map form fields to insightly Contact fields. When anyone submits a form, it will be sent to insightly.

Ninja forms insightly integration

You can easily inetegrate ninja forms to your insightly account with this free contact form insightly plugin.

Reviews

April 10, 2019
We use it for enabling the communication between Insightly CRM and our forms on websites. It works exactly as we expected and doesn't have a problem at all.
Read all 1 review

Contributors & Developers

“Insightly for Contact Form 7 and Ninja Forms” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.3

  • fixed “long fields data” issue in feed.

1.0.2

  • fixed field labels.

1.0.1

  • Upgraded to insightly API V3.