Ninja Forms Insightly CRM 3.2.2
$4.99
- Use On Unlimited Own & Client Websites
- 1 Year Of Free Updates
- Updates Will Come With A 24-48h Delay
Ninja Forms Insightly CRM enables you to send your form submission data directly into your Insightly CRM account. Supported modules are:
- Contacts
- Leads
- Organizations
- Opportunities
- Projects
- Tasks
In addition to this impressive list of modules, your contacts will automatically be linked with the Organization, Opportunity, Project, and Task. If you create a Lead, it will be linked to the Task.
Custom Fields you create in Insightly are also available for use. Whenever you create a new custom field in your Insightly Account, a simple refresh in the WordPress dashboard will pull those new fields into Ninja Forms and made ready for use (more on that later).
Connecting Ninja Forms to Insightly
To connect Ninja Forms to Insightly, you’ll need to retrieve your API Key from your Insightly account. This key will look something like this:
1x111xxx-1111-1×11-111x-11x1x111xx1x
By default, the user whose API Key is used will be the owner of records sent to Insightly. Some, but not all, modules do allow you to change the owner so be sure to use the API key of the one who you would like as the default owner.
Enter this API Key on the Ninja Forms settings page in the “Insightly Settings” section in the text box named “API Key”.
After entering, click the “Save Settings” button. Click the link below your API key to test your connection. If your API key is correct, the extension will successful create a test contact in your account. If it is incorrect, the message will prompt you to verify your API key.
Once you have saved your valid API Key to the Ninja Forms settings, you will be able to set up your forms to connect to Insightly. If your API key is incorrect, you will get a message on the settings page to let you know before going any further.
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- If you have any questions, please first read the FAQ.
- If you haven’t found the answer to your question, please contact us,we will response asap.
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- Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
Updates:
- We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also we offer lifetime updates as a second option.
- We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
- We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.
Support:
- Our support team is available 24/7, if you have any question or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact us.
- Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.
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