Ninja Forms Insightly CRM 3.2.1

Ninja Forms Insightly CRM 3.2.1 Ninja Forms Insightly CRM

Ninja Forms Insightly CRM

 

Your customer’s journey begins with your WordPress forms. Send Contacts, Leads, Opportunities, Custom fields and more seamlessly from WordPress to Insightly!

 

Ninja Forms Insightly CRM is here!

Building deeper customer relationships means your business grows faster. That kind of relationship-driven growth has long been the strength and specialty of Insightly CRM. As both a WordPress and Insightly user, there’s only one real obstacle to tap into the full potential of their service:

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

  • Searched the WordPress.org repository for a plugin that links your WordPress website to Insightly?
  • Maintaining an expensive custom solution between WordPress and Insightly?
  • Still manually transferring customer data?

Stop now. There’s a far better solution that frees up your resources to be better spent elsewhere. Connect your WordPress website directly to Insightly CRM via your WordPress forms!

Effortlessly connect WordPress with Insightly CRM through your WordPress forms

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

  • Contacts
  • Leads
  • Organizations
  • Opportunities
  • Projects
  • Notes
  • Tasks

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 Insightly Settings of Ninja Forms. 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

In addition to creating your Lead or Contact in Insightly, you have the ability to attach various other modules to your newly created person. Opportunities, Projects, and Tasks are all available, and each have a number of fields available to more fully develop your new lead or contact.

Easily map any WordPress forms field to any Insightly CRM field

Selecting how data is transmitted to Insightly is a breeze. With your connection established, you have ful access to every field in your Insightly account.

Simply select the form field (left), pair it with the Insightly account field (right), mark it with an Entry Type if desired, save, and go. That’s quite literally all there is to it!

 

Files Included with this download

  1. Ninja Forms Insightly CRM 3.2.1

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This product and all other WordPress Themes and Plugins are available for purchase individually or are available to download as part of our OWP Club Membership.Membership access includes all 3500+ products on our website. Sign up today with coupon code OWPClub20 to save 20% off the cost of your membership for our Yearly Membership Only £39.99 and 2 Year Membership Just £69.59. Also available is Monthly Membership £9.996 month Membership £29.99,

About GPL

All WordPress items, such as plugins and themes, are licensed under a General Public License (GPL). This means that once we have purchased an item, we are free to redistribute it if we choose to do so. This form of crowdfunding helps keep our prices low, and we share this benefit with you.

Why purchase from us?

  • Lifetime updates for purchased theme/plugin.
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