=== Insightly for Contact Form 7 and Ninja Forms === Contributors: crmperks, sbazzi, asif876 Tags: ninja forms insightly, contact form 7 insightly, insightly forms, insightly, insightly form integration Requires at least: 3.8 Tested up to: 5.4 Stable tag: 1.0.4 Version: 1.0.4 Requires PHP: 5.3 License: GPLv3 License URI: http://www.gnu.org/licenses/gpl-3.0.html Send Contact Form 7, Ninja Forms, CRM Perks Forms and many other contact form submissions to insightly CRM. == Description == Contact Form 7 insightly Plugin sends form submissions from [Contact Form 7](https://wordpress.org/plugins/contact-form-7/), [Ninja Forms](https://wordpress.org/plugins/ninja-forms/), [Contact Form Entries](https://wordpress.org/plugins/contact-form-entries/) and many other popular contact form plugins to Insightly CRM when someone submits a form. Learn more at [crmperks.com](https://www.crmperks.com/plugins/contact-form-plugins/contact-form-insightly-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=insightly_readme) == Supported Contact Forms == * [Contact Form 7](https://wordpress.org/plugins/contact-form-7/) * [Contact Form Entries](https://wordpress.org/plugins/contact-form-entries/) * [CRM Perks Forms](https://wordpress.org/plugins/crm-perks-forms/) * [Ninja Forms](https://wordpress.org/plugins/ninja-forms/) You will have to install [Contact Form Entries](https://wordpress.org/plugins/contact-form-entries/) Plugin for following forms plugins. * [WP Forms](https://wordpress.org/plugins/wpforms-lite/) * [JetPack Contact Form](https://wordpress.org/plugins/jetpack/) * [Caldera Forms](https://wordpress.org/plugins/caldera-forms/) * [Formidable Forms](https://wordpress.org/plugins/formidable/) == 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.
== Need Insightly Plugin for Woocommerce ? == We have Insightly add-on for Woocommerce. [Woocommerce Insightly](https://www.crmperks.com/plugins/woocommerce-plugins/woocommerce-insightly-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=insightly_CRM_readme) == Want to send data to crm == We have Premium Extensions for 20+ CRMs.[View All CRM Extensions](https://www.crmperks.com/plugin-category/contact-form-plugins/?utm_source=wordpress&utm_medium=directory&utm_campaign=insightly_readme) * [Contact form 7 Netsuite](https://www.crmperks.com/plugins/contact-form-plugins/contact-form-netsuite-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=insightly_CRM_readme) * [Contact form 7 Streak CRM](https://www.crmperks.com/plugins/contact-form-plugins/contact-form-streak-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=insightly_CRM_readme) == Screenshots == 1. Connect insightly Account. 2. Map insightly fields. 3. insightly logs. 4. Send Contact form entry to insightly. 5. Get email infomation from Full Contact(Premium feature). 6. Get Customer geolocation, browser and OS (Premium feature). == Frequently Asked Questions == = Where can I get support? = Our team provides free support at https://www.crmperks.com/contact-us/. = Ninja Forms insightly = You can easily connect insightly account to ninja forms with this free ninja forms insightly plugin, after connecting insightly select insightly object then map ninja forms fields to insightly object fields. = Contact Form 7 insightly = You can easily connect your insightly account to Contact Form 7 with this free Contact Form 7 insightly plugin, select insightly object then map Contact Form 7 fields to insightly object fields. = embed insightly form in pop-up or popup = You can display insightly form in popup. Simply install free [CRM Perks Forms](https://wordpress.org/plugins/crm-perks-forms/) , add a popup form then map popup form fields to insightly Contact fields. = best form builder insightly = Create beautifull forms for wordpress with [CRM Perks Forms](https://wordpress.org/plugins/crm-perks-forms/) , then map form fields to insightly Contact fields. When anyone submits a form, it will be sent to insightly. = Ninja forms insightly integration = You can easily inetegrate ninja forms to your insightly account with this free contact form insightly plugin. == Changelog == = 1.0.4 = * added ID field as Primary Key. = 1.0.3 = * fixed "long fields data" issue in feed. = 1.0.2 = * fixed field labels. = 1.0.1 = * Upgraded to insightly API V3.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