Ninja Forms Insightly CRM

The plugin connects Ninja Forms with Insightly so form submissions can create or update CRM records. It supports Contacts, Leads, Organizations, Opportunities, Projects, and Tasks, giving site owners a way to collect information on their WordPress site and route it to the relevant Insightly module.

Field mapping lets you match WordPress form fields to Insightly fields, including custom fields. The plugin also supports optional Insightly modules, such as attaching Projects, Opportunities, and Tasks to new contacts or leads. Connection testing in WordPress helps you check the API connection before using the form with visitors.

Features

• Insightly record support: Send form data to Insightly Contacts, Leads, Organizations, Opportunities, Projects, and Tasks from Ninja Forms.
• Custom field mapping: Map WordPress form fields to Insightly fields, including custom field names and entity-specific data.
• Optional modules: Use optional Insightly modules to attach Projects, Opportunities, and Tasks to newly created contacts or leads.
• Connection testing: Test the API connection within WordPress to check that the integration is working before putting a form into use.
• Empty value handling: The plugin handles empty values and formats data according to Insightly API requirements to help prevent rejected requests.
• Form submission syncing: Send Ninja Forms submissions to Insightly, so customer information collected on your website can be organized in CRM records.

Best for

• Businesses collecting leads through WordPress forms
• Sites using Ninja Forms and Insightly CRM
• Teams organizing contacts and project records