Contact Form 7 Insightly

Send Contact Form 7, CRM Perks Forms and many other contact form submissions to insightly…

Author:	CRM Perks (profile at wordpress.org)
WordPress version required:	3.8
WordPress version tested:	6.5
Plugin version:	1.1.3
Added to WordPress repository:	17-10-2018
Last updated:	07-04-2024
Rating, %:	100
Rated by:	6
Plugin URI:	https://www.crmperks.com/plugins/contact-form...
Total downloads:	4 691
Active installs:	100+
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Contact Form 7 insightly Plugin sends form submissions from Contact Form 7, WPforms, Elementor Forms, Ninja Forms, Formidable 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
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.

WPForms Insightly

Easily connect WPforms to any Insightly account.
Create feeds for Insightly Contacts, Leads etc.
New WPforms submission will be automatically sent to your Insightly account.

Elementor forms to Insightly

Easily Connect Elementor forms to your Insightly account.
Create a feed for any Insightly, select correct Elementor form and finally map fields in feed.
When someone submits Elementor form, submission will be automatically sent to your Insightly account.
You can manually send any Elementor forms entry to Insightly by clicking “send to Insightly” button.

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.

Ninja Forms Insightly

Easily connect Ninja Forms to your Insightly account.
After connecting Insightly account, create a feed for Contacts,Leads etc.
New Ninja Forms submission will be automatically sent to your Insightly account.
You can manually send any Ninja Forms entry to Insightly by clicking “send to Insightly” button.

Formidable Forms Insightly

Connect your Insightly account with our Insightly plugin.
Create feeds for any Insightly list like Contacts, Companies etc. Select correct Formidable Form in feed.
New Formidable Form submission will be automatically sent to your Insightly account.
You can manually send any Formidable Form entry to Insightly by clicking “send to Insightly” button.

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.

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Supported Contact Forms

How to Setup

insightly forms

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