前言介紹
- 這款 WordPress 外掛「WP Insightly for Contact Form 7, WPForms, Elementor, Formidable and Ninja Forms」是 2018-10-16 上架。
- 目前有 100 個安裝啟用數。
- 上一次更新是 2025-04-24，距離現在已有 10 天。
- 外掛最低要求 WordPress 3.8 以上版本才可以安裝。
- 外掛要求網站主機運作至少需要 PHP 版本 5.3 以上。
- 有 6 人給過評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
外掛標籤
insightly | insightly forms | ninja forms insightly | contact form 7 insightly | insightly form integration |
內容簡介
Contact Form 7 Insightly 外掛可將表單提交（包括 Contact Form 7、Ninja Forms、Contact Form Entries 和其他常見的聯繫表單外掛）發送到 Insightly CRM，以便在有人提交表單時進行追蹤。了解更多詳情，請瀏覽crmperks.com。
支援的聯繫表單
Contact Form 7
Contact Form Entries
CRM Perks Forms
Ninja Forms
以下聯繫表單需要安裝 Contact Form Entries 插件。
WP Forms
JetPack Contact Form
Caldera Forms
Formidable Forms
安裝設置
前往“Insightly 帳號”選項卡，添加新帳號。
前往“Insightly Feeds”選項卡，創建新的動態源。
將所需的 Insightly 字段映射到聯繫表單字段。
將您的測試提交發送到 Insightly。
前往“Insightly Logs”選項卡，驗證是否已將提交發送到 Insightly。
連接 Insightly 帳號
您只需輸入 Insightly API Key，即可輕鬆將 Insightly 連接到任何表單（Contact Form 7、Ninja Forms、WP Forms 等），也可以連接多個帳號。
映射 Insightly 字段
連接帳號後，只需選擇 Insightly 對象，然後將表單（如 Contact Form 7、Ninja Forms 等）字段映射到該對象的字段即可。
過濾表單提交
您可以根據用戶輸入輕鬆篩選要發送到 Insightly 的表單（如 Contact Form 7、Ninja Forms 等）提交。例如，僅將包含工作電子郵件地址的表單項目發送到 Insightly。
手動發送到 Insightly
當有人在您的網站上提交表單時，可發送 Contact Form 7、Ninja Forms 等聯繫表單提交至 Insightly。此外，您還可以手動發送表單提交到 Insightly。
Insightly 日誌
查看每個聯繫表單（如 Contact Form 7、Ninja Forms 等）提交的詳細日誌，無論是否發送到 Insightly ，您都可以輕鬆地重新發送表單提交到 Insightly。
將數據作為 Insightly 對象筆記發送
將一到多個聯繫表單（如 Contact Form 7、Ninja Forms 等）字段作為 Insightly 對象筆記發送。
Insightly Forms
Contact Form 7、Ninja Forms 等常見的聯繫表單功能很好，但是您無法將聯繫表單提交到 Insightly 或其他任何 CRM。透過這個免費的外掛，您可以將任何聯繫表單提交發送到 Insightly。
高級版功能。
此外掛的 Pro 版本具有以下功能：
原文外掛簡介
Contact Form 7 insightly Plugin sends form submissions from Contact Form 7, WPforms, Elementor Forms, Ninja Forms, Formidable Forms, Contact Form Entries and many other popular contact form plugins to Insightly CRM when someone submits a form. Learn more at crmperks.com
Supported Contact Forms
Contact Form 7
Contact Form Entries
CRM Perks Forms
Ninja Forms
Elementor Forms
WPforms
Formidable Forms
You will have to install Contact Form Entries Plugin for following forms plugins.
WP Forms
JetPack Contact Form
Formidable Forms
How to Setup
Go to “Insightly Accounts” tab then add new account.
Go to “Insightly Feeds” tab then create new feed.
Map required Insightly fields to contact form fields.
Send your test entry to Insightly.
Go to “Insightly Logs” tab and verify, if entry was sent to Insightly.
Connect insightly account
You can easily connect insightly to any form(contact form 7 , ninja forms, wp forms etc) by simply entering insightly API Key. Also you can connect multiple accounts.
Map insightly fields
After connecing account, simply select Insightly object then Map form(contact form 7 , ninja forms etc) fields to insightly object fields.
Filter form submissions
You can easily filter form(contact form 7 , ninja forms etc) submissions sent to insightly based on user input. For example sending only those form entries to insightly which contain work email address.
Manually send to insightly
Send contact form(contact form 7 , ninja forms etc) submissions to insightly when someone submits a form on your site. Also you can manually send form submissions to insightly.
insightly logs
View a detailed log of each contact form(contact form 7 , ninja forms etc) submission whether sent or not sent to insightly and easily resend form submission to insightly.
Send Data As insightly object Notes
Send one to many contact form(contact form 7 , ninja forms etc) fields as insightly object notes.
insightly forms
contact form 7 , ninja forms and some other popular contact forms are good but you can not send contact form submissions to any crm including insightly. You can send to any contact form(contact form 7 , ninja forms etc) submissions to insightly with this free plugin.
Premium Version Features.
Following features are available in Pro version of this plugin Contact Form Insightly.
Insightly Custom fields and Phone Number fields.
Google Analytics Parameters and Geolocation of a visitor who submitted the form.
Lookup lead’s email and phone number using email lookup apis. We support all good email lookup apis like Fullcontact
20+ premium addons
Need Insightly Plugin for Woocommerce ?
We have Insightly add-on for Woocommerce. Woocommerce Insightly
Want to send data to crm
We have Premium Extensions for 20+ CRMs.View All CRM Extensions
* Contact form 7 Netsuite
* Contact form 7 Streak CRM
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「WP Insightly for Contact Form 7, WPForms, Elementor, Formidable and Ninja Forms」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
1.0 | 1.0.4 | 1.0.5 | 1.1.3 | 1.1.4 | trunk |
延伸相關外掛（你可能也想知道）
暫無相關外掛推薦。