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

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

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