Ninja Forms Insightly CRM

Ninja Forms Insightly CRM

Your customer’s journey begins with your WordPress kinds. Send Get In Touches With, Leads, Opportunities, Customized fields, and more effortlessly from WordPress to Insightly!

Building deeper customer relationships indicates your business expands faster. That kind of relationship-driven growth has long been the stamina and specialty of Insightly CRM. As both a WordPress and also Insightly user, there’s only one natural barrier to tapping into the full potential of their solution:

A wholly included combination between WordPress and Insightly can be challenging to find.

• Looked the WordPress.org database for a plugin that links your WordPress website to Insightly
• Maintaining a pricey customized service in between WordPress and also Insightly
• Still, manually transferring consumer data

Quit currently. There’s a much better option that frees up your sources to be better invested somewhere else. Attach your WordPress website directly to Insightly CRM via your WordPress kinds!

Effortlessly attach WordPress with Insightly CRM via your WordPress types

The Insightly CRM expansion for Ninja Forms enables you to send client-submitted information straight into your CRM account from your WordPress forms. Conveniently produce:

• Get in touch with
• Leads
• Organizations
• Opportunities
• Jobs
• Notes
• Tasks

Developing a link is extremely easy. You must replicate the Insightly API secret from your account and paste it right into the Insightly Setups of Ninja Kinds. Examine the link, add an Insightly CRM activity to any kind, and then map kind fields to CRM areas!

Full support for Optional Modules

Along with developing your Lead or Get In Touch With in Insightly, you can affix various other modules to your freshly developed person. Opportunities, Projects, and Tasks are all readily available, and each has several areas available to establish your new lead or call. See our documentation for complete details!

Conveniently map any WordPress forms area to any Insightly CRM area.

Picking how data is transmitted to Insightly is a breeze. With your link established, you have complete accessibility to every area in your Insightly account.

Merely pick the kind field (left), pair it with the Insightly account area (right), and mark it with an Entry Kind if wanted, save, and go. That’s pretty actually all there is to it!

picture of ninja kinds settings mapping type fields to unsightly CRM areas

What are you waiting for? Connect your WordPress website to Insightly CRM conveniently as well as ultimately today!

Ninja Forms Insightly CRM Download