WP Gravity Forms Insightly

Description

Gravity Forms Insightly Add-on automatically sends form submissions to Insightly when anyone submits a contact form. Learn more at crmperks.com

Insightly Gravity Forms Add-on Setup

  • Go to Forms -> Settings -> Insightly then add new account.
  • Go to Forms -> select any form -> Settings -> Insightly then create new insightly feed.
  • Map required Insightly fields to Gravity Forms form fields.
  • Send your test entry to Insightly CRM.
  • Go to Forms -> select any form -> Settings -> Insightly Logs and verify previously sent entries.

Connect insightly account

Connect Gravity Forms to Insightly account by safe and secure Oauth 2.0. Additionally, you can connect multiple insightly accounts to Gravity Forms.

Mapping Insightly fields

Simply select any Insightly object(Lead, Contact etc) then map gravity forms form fields to Insightly object fields.

Manually send entries to Insightly

Automatically Send gravity forms submissions to Insightly when user submits form. Also, you can manually send gravity forms enrtries to Insightly CRM.

Filter Insightly Gravity Forms Entries

Either send all gravity forms entries to Insightly or filter entries sent to Insightly based on user input. For example , only send that entry to Insightly which contains work email address.

Send Data As Insightly object Notes

if a contact form has fields which can not be mapped to any Insightly Object(Lead, Contact etc) fields, So you can send such fields as Insightly Object note.

Insightly Gravity Forms logs

View a detailed log of each gravity forms entry whether sent or not sent to Insightly and easily resend any gravity forms entry to Insightly CRM.

Hubspot Error Reporting

If there is an error while sending an entry to Insightly, an email containing the error details will be sent to the specified email address.

Create Or Update any Object in Insightly

If an Object(Lead, Contact etc) already exists in Insightly, update it otherwise create a new Object(Lead, Contact etc) in Insightly CRM.

Premium Version Features.

Following features are available in premium version Gravity Forms Insightly.

  • Custom fields particularly Phone Number fields fields.
  • Assign Lead Source and Status to any Lead in insightly.
  • Assign Owner to any Insightly Object(Leads, Contacts etc).
  • Assign Category to tasks, projects etc.
  • Assign object(Organization, Contact, Opportunity etc) created by one feed to other feed object(Lead,Contact etc) in Insightly CRM.
  • when a user submit a form, you can save gclid, utm parameters and Geo location.
  • Assign Tags in insightly CRM.
  • Lookup lead’s email and phone number using email or phone number lookup services when user submits a contact form.
  • 20+ premium addons

Want to send Gravity Forms data to a different crms

We have Premium Gravity Forms add-ons for 20+ CRMs.View All CRM Extensions

Need Insightly Plugin for Woocommerce ?

We have Insightly add-on for Woocommerce. Woocommerce Insightly

Screenshots

  • Connect your Insightly Account to Gravity Forms.
  • Map required Insightly fields.
  • Gravity Forms Insightly logs.
  • Manually Send Gravity Forms entry to Insightly.
  • Get Customer's email and phone infomation from Full Contact(Premium feature).
  • Get visitors's gclid , utm parameters, geolocation, browser and OS (Premium feature).

FAQ

Need free Support?

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

Insightly gravity forms

You can easily connect Gravity forms and Insightly with this free plugin. When anyone submits a form, you can create a Contact, Lead etc in Insightly.
* Connect Insightly account to Gravity forms.
* Create a feed then map Insightly fields to form fields.
* Send Gravity forms entry to Insightly.

Reviews

March 3, 2020
Plugin works well. I needed some support that ended up being configuration errors on my part, and always got a reply within 24h.
January 18, 2020
I like insightly but their form integration is, shall we say, basic. This plugin did everything I asked of it from the beginning. I asked about adding a feature and the team was very responsive clarifying the need, communicating in a timely fashion, and ultimately delivering. If you have insightly and wordpress, you need this and you will be happy with it.
January 9, 2020
This plugin is THE best and the support is absolutely amazing. Insightly's native form functionality is terrible. It has led me to many long hours of regret wondering why the hell I ever decided to use Insightly This plugin changed everything. It made everything possible that Insightly should do by default - but doesn't. Key features you won't find anywhere else: 1. Upload Images to Insightly directly from client facing forms (not even Insightly can do that yet) 2. Update ANY object - including custom objects ( Projects/ Opportunities/ Random one you made up ) 3. Update ANY custom field 4. Update Multiple Objects in a single form submission The support is incredible too. When I asked for assistance to get a particular outcome the plugin developer UPDATED THE PLUGIN to make it possible. Without question the absolute BEST product and support for a Gravity Form plugin AND Insightly plugin I've found in over a decade running a digital agency. Buy it! you won't regret it.
December 18, 2019
This plugin has a lot of useful features and helped us automate a few processes, My client was very happy. Thank You CRM Perks!
Read all 4 reviews

Contributors & Developers

“WP Gravity Forms Insightly” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.3

  • added ID field as Primary Key.

1.0.2

  • fixed “long fields data” issue in feed.

1.0.1

  • added custom objects feature.

1.0.0

  • Initial release.