WP Gravity Forms Insightly
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
Repeater Fields for Gravity Forms
DEMO: https://demo.add-ons.org/demo-repeater-fields/ Document: https://add-ons.org/document-gravity-forms-repeater-fields/ Download Pro Version: https://add-ons.org/plugin/gravity-forms-repeater-fields/ The Repeater Fields for Gravity Forms allow you to create one or more sets of fields that can be repeated. Have you ever wanted to let your users submit multiple entries of the same field set as a single form on your WordPress site? If so, you’re in luck! This is a plugin to help you do it! Pricing & Payment Fields Support (Pro) Easily create repeatable booking, ticket, quotation, or registration forms! With the Pro version, you can place Gravity Forms Pricing Fields (Product, Option, Quantity, and Total) directly inside your repeaters: * Row Total & Grand Total Support: Place a Total field inside repeater rows to calculate each row’s subtotal (Product + Options) * Quantity, and place a Total field outside the repeater to calculate the Grand Total of all rows combined! Both can be used together seamlessly. * Real-time Price Calculation: The form’s Total field updates dynamically in real time as customers add, remove, or modify repeated rows. * Supports All Product Types: Single Product, Drop Down, Radio Buttons, User Defined Price, and Calculation products. * Option & Quantity Support: Sub-options (Drop Down, Radio, Checkboxes) and item quantities are calculated per individual repeater row. * Payment Gateways Integration: Seamlessly passes line items and totals to payment add-ons including Stripe, PayPal, Mollie, Square, and Authorize.net. * Detailed Order Summary: View entry details with full itemized breakdown (Row 1, Row 2, etc.) for admin review, notifications, and customer emails. Dynamic Initial Rows Count & Field Mapping (Pro) Control exactly how many rows appear when the form loads, or bind repeater row counts dynamically to another form field: * Custom Initial Rows Count: Set any specific number of rows to display by default upon page load (e.g., start with 0, 1, 3, or more rows). * Smart Field Mapping: Connect the repeater directly to another field in your form (such as a Number, Drop Down, or Quantity field) using its Field ID. * Instant Dynamic Row Generation: When the user enters or selects a number (e.g., “Number of Attendees: 4”), the repeater automatically expands to create exactly 4 rows in real time. * Streamlined User Experience: Optionally locks the row count and hides manual “+ Add Row” / delete buttons when mapped, preventing submission mismatches for ticket bookings, group registrations, and order forms. Save and Continue Later Support Fully compatible with Gravity Forms’ built-in Save and Continue Later feature! When users save their unfinished submission and return via the save token link: * Preserves All Repeated Rows: All added rows are automatically re-created in their exact order. * Restores Field Data: Inputs including text, numbers, dates, checkboxes, radio buttons, and pricing choices are restored. * Retains Uploaded Files: Attachments and files uploaded inside repeater rows are safely preserved across draft sessions. Features Row Subtotal & Grand Total Support (Pro): Supports Total fields both inside repeater rows (as row subtotal) and outside repeater (as grand total), or both at once. Initial Rows & Field Mapping (Pro): Set custom default row counts or link repeater rows dynamically to a number/dropdown field (e.g., Number of Guests/Tickets). Save and Continue Later Support: Seamlessly saves and restores all repeated rows and input values when resuming draft submissions. Pricing & Payment Fields (Pro): Calculate Product, Option, and Quantity inside Repeater rows with real-time Total calculation and payment gateway integration. File Uploads Support: Allow single or multiple file uploads inside repeated rows. Minimum Rows: Sets a limit on how many rows of data are required. Maximum Rows: Sets a limit on how many rows of data are allowed. Button Label: Customizable text shown on the ‘Add Row’ button. Conditional Logic support: Supports conditional logic inside and outside repeaters. Date picker support: Full date/time picker support inside repeated fields. Entry and print preview support: Easily view, export, and print repeated entries. Drag and drop repeatable fields: Simple and flexible form builder experience. Pro Version Dynamic Initial Rows count & Field Mapping (Auto-generate rows based on user input) Pricing & Payment Fields support (Product, Option, Quantity, Total) Real-time Total price calculation on add/remove rows Payment gateways integration (Stripe, PayPal, Mollie, Square, etc.) Order summary breakdown per repeater row File Upload Support (Single & Multi-file) Conditional Logic support Unlimited minimum & maximum rows 30-day money-back guarantee 1-year support
