WP Gravity Forms Insightly | CRM Perks. | gravity forms

WP Gravity Forms Insightly | CRM Perks. | gravity forms,insightly

Description

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

Maybe because the installation process is relatively simple, the official website does not write a detailed installation process for the time being. If you encounter problems installing this plugin, you can solve it through search engines or comment below, I will try to help you solve it

Plugin author

CRM Perks.

Plugin official website address

https://wordpress.org/plugins/gf-insightly/
If you encounter problems in using the WP Gravity Forms Insightly plugin, you can comment below, and I will try my best to help you solve the problem

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