WP Insightly for Contact Form 7, WPForms, Elementor, Formidable and Ninja Forms

Description

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

• Contact Form 7
• Contact Form Entries
• CRM Perks Forms
• Ninja Forms
• Elementor Forms
• WPforms
• Formidable Forms

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

• WP Forms
• JetPack Contact Form
• Formidable Forms

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.

Reviews

Great plugin

battmates November 30, 2023

well designed, works flawlessly, fast support

Great Plugin & Support

zaid93 October 21, 2021 1 reply

The plugin is great. Easy to use and very useful and they have awesome support.

Great Plugin

martinapdrs February 6, 2020

Works as expected, a great resource for those aiming to gather LEADS and Contacts from wordpress website. Easy integration, support is super efficient – very helpful! Totally recommend.

Excellent Plugin & Support

ecoda January 7, 2020

This is the tool Insightly should have developed – but didn’t. It has saved me hundreds of hours of work. An excellent integration that allows forms to be submitted against a variety of objects ( leads, contacts, projects, opportunities ) – something unavailable within the native Insightly interface. Very glad we found it and HIGHLY recommend using the paid version – it works every time.

Great Plugin

cmklem November 13, 2019

Made easy work of connecting insightly to my contact form 7.

Very useful tool

marekschweigert 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.

Contributors & Developers

Changelog

1.1.4

• fixed “api url” issue.

1.1.3

• added elementor, wpforms and ninja forms.

1.1.2

• fixed “old tags removed” issue.

1.1.1

• fixed “url file upload” issue.

1.1.0

• fixed “ninja form fields” issue.

1.0.9

• fixed “add field” button not working issue.

1.0.8

• fixed “xss issue”.

1.0.7

• fixed file fields.

1.0.6

• fixed file field warning.
• fixed updating tags issue.

1.0.5

• fixed contact form 7 dropdown field.

1.0.4

• added ID field as Primary Key.
• added prospect object.

1.0.3

• fixed “long fields data” issue in feed.

1.0.2

• fixed field labels.

1.0.1

• Upgraded to insightly API V3.