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%
JAY Login & Register
Developed with ❤️ in Iran. 🇮🇷 JAY Login & Register is not just a login plugin; it is a complete authentication, access control, and user management ecosystem for WordPress. While it creates a seamless Mobile OTP (One-Time Password) login and registration flow compatible with Digits, its true power lies in its Advanced Content Restriction and Granular Role Management capabilities. 🛡️ NEW: Advanced Role & Capability Management Take granular control over user permissions without extra plugins: * Visual Role Manager: Easily create, edit, and delete custom user roles with a clean, tabbed interface. * Granular Capability Assignment: Assign specific WordPress capabilities (Posts, Pages, Media, Comments, Categories, Tags, and 3rd-party plugin caps) to any role. * User-Specific Overrides: Grant or revoke specific capabilities for individual users directly from their profile page, independent of their assigned role. 🌟 NEW: Advanced User Panel & Profile Builder Transform user profiles with a powerful, drag-and-drop form builder: * Unlimited Custom Fields: Text, Select, Radio, Checkbox, and Jalali Date Picker. * Smart Conditional Logic: Show/hide fields dynamically based on User Meta (Server-side) or other field values (Client-side) with complex AND/OR rules. * Native Media Integration: Direct avatar uploads to the WordPress Media Library. * Bulletproof Security: All conditional logic is strictly re-validated on the server to prevent tampering. 🚀 NEW: Native Gravity Forms OTP Add-on Verify phone numbers directly inside any Gravity Form before submission: * Seamless Integration: Dedicated “JAY Mobile Verification” field in the GF editor. * AJAX Validation & Auto-Login: Verify OTPs without page reloads and optionally log in/register users instantly. * Built-in Anti-Fraud: Fully protected by JAY’s global IP/Phone Lockout system to prevent SMS bombing. Key Features Core Login & Registration * Smart Detection: Automatically routes new numbers to registration and existing numbers to login. * Multi-Method Login: Users can log in seamlessly using Mobile Number, Email, or Username. * Digits Compatibility: Seamlessly recognizes and logs in users previously registered with the Digits plugin. * Optional Identity Verification: Built-in duplicate prevention for National ID or Passport numbers. Powerful Content & Access Control * Inline & Redirect Locking: Use the [jay_content_lock] shortcode or Gutenberg Block to restrict content. Choose between a blurred preview with redirect, or an inline AJAX form that unlocks content instantly. * Post/Page Meta Box: Restrict entire posts or pages based on login status, specific user roles, or custom user meta keys. Advanced Security & Anti-Fraud * Multiple CAPTCHA Options: Disabled, Simple Math, Invisible Honeypot (with time-trap), or Google reCAPTCHA v3. * Brute-Force Protection: Configurable lockouts based on max failed attempts, duration, and blocking method (Phone, IP, or both). * Hide wp-login.php: Secure your site by completely hiding the default WordPress login page. Seamless User Experience (UX) * Smart Redirects: Automatically returns users to the page they were trying to access after login. * Modern Customizable Forms: Beautifully designed forms with optional logo upload and custom color styling. * Custom Logout URL: Create a user-friendly logout link (e.g., yoursite.com/logout). Powerful Admin Management * Admin Area Access Control: Restrict access to the WordPress dashboard (/wp-admin) based on specific user roles. * User Switching: Easily switch to any user’s account to view the site from their perspective. * Customizable User Columns: Adds sortable “Mobile Number” and “Jalali Registration Date” columns, and allows creating custom columns based on any user meta key. External Services This plugin connects to third-party services to provide its full range of features. These are optional and only active when configured by the site administrator. SMS Gateways (iPPanel, FarazSMS, Kavenegar, SMS.ir, MeliPayamak, RayganSMS): Sends the user’s mobile number to deliver SMS OTP codes. Privacy Policies Bale Messenger (Safir OTP): Sends the user’s mobile number to deliver app-based OTP codes as a cost-effective SMS alternative. Bale Developer Docs Google (reCAPTCHA v3 & OAuth): Processes IP and device data for bot protection and secure one-click authentication. Google Privacy Policy Eitaa (WebApp API): Secure data exchange with Eitaa servers for Mini App authentication. Eitaa Developer Docs