Ninja Forms Insightly CRM enables you to send your form submission data directly into your Insightly CRM account. Supported modules are:
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:
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.