WP Insightly for Contact Form 7, WPForms, Elementor, Formidable and Ninja Forms
Send Contact Form 7, WPforms, Elementor, Ninja Forms, CRM Perks Forms and many other contact form submissions to insightly CRM.
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Overview
Compatibility
Customer support & learning resources
Changelog
Main benefits
Supports multiple form plugins
Easy Insightly integration
Field mapping capabilities
Submission filtering options
Detailed submission logs
About this plugin
Author: CRM Perks
Categories: Integration and APIs
Version: 1.1.3
Last updated: 04-08-2024
WordPress version: 3.8
Tested up to: 6.6.1
PHP version required: 5.3
Languages:
Tags:
Learning resources: View resources
Overview
The Contact Form 7 Insightly Plugin is designed to seamlessly integrate various popular contact form plugins with the Insightly CRM, ensuring that form submissions are automatically sent to your Insightly account. Compatible with Contact Form 7, WPforms, Elementor Forms, Ninja Forms, and more, this plugin simplifies the process of transferring data from your website's forms directly into Insightly, improving customer relationship management. Users can map form fields to Insightly fields, set up filters to target specific submissions, and view detailed logs of each sent or unsent submission. Premium features include support for custom fields, phone number fields, and integration with Google Analytics, as well as advanced functionalities like email lookup via Fullcontact and several premium add-ons. For those using Woocommerce or other CRMs, additional extensions are available to enhance the integration process further. Learn more at crmperks.com.
Easy Integration with Multiple Form Plugins
- Supports popular contact form plugins like Contact Form 7, WPforms, Elementor Forms, Ninja Forms, and Formidable Forms.
- Allows seamless connection to Insightly CRM by simply entering the Insightly API Key.
- Supports multiple Insightly accounts.
Custom Field Mapping
- Enables mapping of form fields to Insightly object fields.
- Supports sending form data as Insightly object notes.
- Allows mapping of custom fields and phone number fields in the premium version.
Advanced Filtering and Manual Submission
- Provides the ability to filter form submissions based on user input, such as sending only entries with a work email address.
- Allows manual sending of form submissions to Insightly.
- Includes detailed logs to verify and resend form submissions.
Enhanced Data Tracking and Lookup
- Tracks Google Analytics parameters and geolocation of visitors who submit forms.
- Supports email and phone number lookup using various email lookup APIs in the premium version.
- Offers 20+ premium addons for extended functionality.