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
Top keywords
- insightly40×8.64%
- forms19×4.10%
- gravity16×3.46%
- gravity forms16×3.46%
- fields11×2.38%
- object11×2.38%
- form10×2.16%
- contact9×1.94%
- send9×1.94%
- etc8×1.73%
- lead8×1.73%
- crm7×1.51%
Retrigger Notifications Gravity Forms
Retrigger Notifications Gravity Forms lets you manually re-send Gravity Forms entry data to external Zapier and Webhook API feeds — directly from the WordPress admin, without resubmitting the form. Whether a webhook failed silently, Zapier missed a trigger, or you simply need to push historical entries to a new integration, this plugin has you covered. 🔄 What It Does When Gravity Forms sends entry data to Zapier or Webhooks, things don’t always go right. Endpoints go down, APIs timeout, and integrations break. Instead of asking users to resubmit, this plugin lets you retrigger the feed for any entry — individually or in bulk. ✅ Use Cases 🔁 Resend failed Zapier triggers — A Zap didn’t fire? Retrigger it from the entry detail page without asking the user to resubmit. 🌐 Resend failed Webhook deliveries — Push entry data again to your Webhook endpoint when the first attempt failed or timed out. 📦 Bulk resend entries to Zapier — Select multiple entries from the Entries list and resend them all to Zapier feeds in one action. 📦 Bulk resend entries to Webhooks — Select multiple entries and push them all to Webhook endpoints at once. 🐛 Debug API integrations — Use the built-in test endpoint and GF logging to troubleshoot why data isn’t reaching your external service. 🔗 Connect a new Zapier integration to old entries — Set up a new Zap and retrigger historical entries so they flow into the new workflow. 🔗 Connect a new Webhook to old entries — Added a new Webhook feed? Push past entries through it without resubmission. 🛠️ Test Zapier/Webhook setup during development — Quickly retrigger entries while building and testing your automation pipeline. 📊 Sync data after downtime — If your external service was down during form submissions, retrigger all affected entries once it’s back online. 🔍 Verify data delivery — Retrigger a single entry and check GF logs to confirm data was sent and received correctly. ⚙️ Settings & Usage This plugin works seamlessly within the existing Gravity Forms interface — no separate settings page required. Single Entry Resend: Go to Forms → Entries in your WordPress admin. Click on any entry to open the Entry Detail page. In the right sidebar, you’ll see “Resend Zapier Feeds” and/or “Resend Webhook Feeds” panels. Check the feeds you want to retrigger. Click the Resend button. Done! Bulk Resend: Go to Forms → Entries and select the entries you want to resend. Choose “Resend Zapier Feeds” or “Resend Webhook Feeds” from the Bulk Actions dropdown. Click Apply. Confirm the action in the popup dialog. All selected entries will be resent to the configured feeds. Debugging: Enable Gravity Forms Logging under Forms → Settings → Logging. Use the built-in test endpoint (/wp-json/gf/v1/test-webhook-api) to verify webhook delivery. All retrigger operations are logged to the GF debug log. 🧩 Works Great With These Plugins Gravity Forms — Required. The form plugin this addon extends. Gravity Forms Zapier Add-On — Required for Zapier retrigger features. Gravity Forms Webhooks Add-On — Required for Webhook retrigger features. GravityView — Display entries on the frontend; use Retrigger to fix API issues behind the scenes. Gravity Perks — Advanced Gravity Forms snippets and utilities that complement this plugin. Gravity Flow — Workflow automation for Gravity Forms; retrigger feeds at any workflow step. WP Webhooks — Extend your webhook capabilities beyond Gravity Forms. Zapier — The automation platform this plugin integrates with for retriggering Zaps. Make (formerly Integromat) — Use with Gravity Forms Webhooks to push data to Make scenarios. Gravity SMTP — Reliable email delivery alongside your retriggered API feeds. 📋 Requirements WordPress 4.0 or higher Licensed Gravity Forms plugin (active) Zapier Add-On enabled (for Zapier features) Webhooks Add-On enabled (for Webhook features)