內容簡介
WP Insightly for Contact Form 7, WPForms, Elementor, Formidable and Ninja Forms 外掛可將多種聯絡表單的提交資料自動傳送至 Insightly CRM，提升資料管理效率，讓使用者能更方便地追蹤和管理潛在客戶。
【主要功能】
• 支援多種聯絡表單外掛
• 自動將表單提交資料傳送至 Insightly
• 可手動發送表單資料至 Insightly
• 提供詳細的提交日誌
• 可依使用者輸入過濾表單提交
外掛標籤
開發者團隊
② 後台搜尋「WP Insightly for Contact Form 7, WPForms, Elementor, Formidable and Ninja Forms」→ 直接安裝（推薦）
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
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