Ninja Forms Insightly CRM Extension GPL Overview:
Your customer’s journey begins with your WordPress forms. Send Contacts, Leads, Opportunities, Custom fields and more seamlessly from WordPress to Insightly!
Building deeper customer relationships means your business grows faster. That kind of relationship-driven growth has long been the strength and specialty of Insightly CRM. As both a WordPress and Insightly user, there’s only one real obstacle to tapping into the full potential of their service:
A fully-featured integration between WordPress and Insightly can be hard to find.
- Searched the WordPress.org repository for a plugin that links your WordPress website to Insightly?
- Maintaining an expensive custom solution between WordPress and Insightly?
- Still, manually transferring customer data?
Stop now. There’s a far better solution that frees up your resources to be better spent elsewhere. Connect your WordPress website directly to Insightly CRM via your WordPress forms!
Effortlessly connect WordPress with Insightly CRM through your WordPress forms
The Insightly CRM extension for Ninja Forms enables you to send customer-submitted data from your WordPress forms directly into your CRM account. Easily create:
- Contacts
- Leads
- Organizations
- Opportunities
- Projects
- Notes
- Tasks
Establishing a connection is incredibly simple. All you have to do is copy the Insightly API key from your account and paste it into the Insightly Settings of Ninja Forms. Test to validate the connection, add an Insightly CRM action to any form, and then map form fields to CRM fields!
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