Ninja Forms – Insightly CRM 3.1.4

Ninja Forms – Insightly CRM

Release Date: March 28, 2018 | Ninja Forms – Insightly CRM uses the power of Ninja Forms to add entries to your Insightly CRM. Create contacts, opportunities, projects, tasks, and notes from your form!

Demo

The Insightly CRM extension for Ninja Forms enables you to send your form submission data directly into your Insightly CRM account, managing your sales leads effectively.

With Ninja Forms + Insightly you can:

  • Jump start your sales workflow directly from your contact form submission by generating:
    • Contacts
    • Leads
    • Organizations
    • Opportunities
    • Projects
    • Notes
    • Tasks
  • Connect directly to your Insightly account and map form fields to the custom fields you create for contacts.

In addition to this impressive list of modules, your contacts will automatically be linked with the Organization, Opportunity, Project, Note, and Task.  If you create a Lead, it will be linked to the Note and Task.

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