Ninja Forms Insightly CRM 3.2.1

$5.99

Version: 3.2.1
Category: Plugins
Author: Ninja Forms
Use Classification: crms, Forms

Ninja Forms Insightly CRM

Building deeper relationships with customers means your business grows faster. That kind of relationship-driven growth has long been Insightly CRM's strength and specialty.

As a user of WordPress and Insightly, there is only one real obstacle to realizing the full potential of their service:

A fully featured integration between WordPress and Insightly can be hard to find.

  • Have you searched the WordPress.org repository for a plugin that links your WordPress website with Insightly?
  • Do you maintain an expensive custom solution between WordPress and Insightly?
  • Still manually transferring customer data?

 

Stop now. There is a much better solution that frees up your resources to be better spent elsewhere. Connect your WordPress website directly to Insightly CRM through your WordPress forms!

With Ninja Forms Insightly CRM, Effortlessly Connect WordPress with Insightly CRM

Ninja Forms Insightly CRM allows you to send customer submitted data from your WordPress forms directly to your CRM account. Easily create:

  • contacts
  • Organizations
  • Opportunities
  • Projects
  • grades
  • Chores

 

Establishing a connection is incredibly simple. All you have to do is copy the Insightly API key from your account and paste it into the Ninja Forms Insightly Settings.

Test to validate the connection, add an Insightly CRM action to any form, and then map form fields to CRM fields!

Full support for optional modules

With Ninja Forms Insightly CRM in addition to creating your lead or contact in Insightly, you have the ability to attach various other modules to your newly created persona.

Opportunities, Projects, and Tasks are available, and each has a number of fields available to you to more fully develop your new lead or contact. See our documentation for more details!

Everything is Easy with Ninja Forms Insightly CRM

Easily map any WordPress form field to any Insightly CRM field. Selecting how the data is transmitted to Insightly is very simple. With your connection established, you have full access to all fields in your Insightly account.

Simply select the form field (left), combine it with the Insightly account field (right), mark it with an Input Type if you like, save, and you're done. That is literally all there is to it!

Buy Now Ninja Forms Insightly CRM.

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