Ninja Forms Insightly CRM
Increasing the depth of your relationships with existing customers can help your company expand more rapidly. This kind of relationship-driven expansion has been one of Insightly CRM’s strengths and areas of expertise for a very long time. As a user of both WordPress and Insightly, there is only one significant barrier that prevents me from utilising the full capabilities of either service:
- It can be challenging to locate a WordPress and Insightly connection that includes all of the available features.
- Have you looked through the plugin library on WordPress.org for one that would connect your WordPress website to Insightly?
- Between WordPress and Insightly, you’re maintaining an expensive bespoke solution, right?
Are you still transmitting customer data manually?
Put a halt to it. There is a significantly superior method that will free up your resources so that you can put them to better use elsewhere. Create a direct connection between your WordPress website and Insightly CRM by utilising your WordPress forms.
Effortlessly connect WordPress with Insightly CRM through your WordPress forms
With the help of the Insightly CRM plugin for Ninja Forms, you’ll be able to integrate the information that customers provide through your WordPress forms directly into your CRM account. Simple to produce:
The process of forming a relationship is really uncomplicated. All that is required of you is to locate the Insightly API key for your account, copy it, and then enter it into the Ninja Forms panel under “Insightly Settings.” Perform a test to ensure that the connection is working properly, add an Insightly CRM action to any form, and then map the fields of the form to the appropriate CRM fields!
Full support for Optional Modules
You have the opportunity to attach a number of different modules to a newly generated person in Insightly. This is in addition to the fact that you can use Insightly to create your Lead or Contact. Opportunities, Projects, and Tasks are all available, and each one has a variety of areas that you can fill out to develop your new lead or contact in greater depth. See our docs for full details!
Easily map any WordPress forms field to any Insightly CRM field
The method of data transmission to Insightly can be easily customised by the user. After you have successfully established your connection, you will have access to all of the fields in your Insightly account.
Simply choose the form field (on the left), then connect it with the Insightly account field (on the right). If you want, you can also label it with an Entry Type. Finally, save your changes, and you’re good to go. That is, in every sense of the word, the complete and utter conclusion!
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