Contact Form 7 – Insightly CRM – Integration


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Contact Form 7 Insightly CRM Integration is a Insightly CRM integration plugin for WordPress that makes it really simple to send your Contact Form 7 forms directly to your Insightly CRM account. After the integration, submited the form are automatically added as lead, opportunity or contact & organization to the specified account in Insightly CRM, together with additional data.

Benefits of our plugin:

Benefits of our plugin

Features:

  • Integrate your Contact Form 7 forms with Insightly CRM.
  • You can choice that your want to generate – lead, opportunity or contact & organization.
  • When creating a opportunity, an organization are created (or used existing if there is) and connected to it.
  • Supports custom fields.
  • Your can set up each form personally, specify which information your want to get.
  • Integrate unlimited `Contact Form 7` forms.
  • Supports getting `utm` params from the `URL`.
  • Supports for `GA Client ID` cookie to use.
  • Multiple pipeline support.
  • Compatible with `Contact Form 7 Multi-Step Forms`. (when configuring, you need to fill in the fields with all the steps in the last form).
  • Image previews.
  • Super easy to set-up!

Important notes:

  • This plugin requires the `Contact Form 7` plugin.

How do I get updates?

For information about the new version and the installation of updates, you can use the plugin from Envato – Envato Market WordPress Plugin.

== Changelog ==

= 1.4.2 =
Chore: use `webpack` to build assets.
Chore: minor improvements in downloading the log through the admin panel.
Feature: added the ability to log requests to CRM (disabled by default).
Feature: reset fields cache by button without cron.

= 1.2.1 =
Chore: use composer autoloader.
Feature: ability to create `note` together with `lead`, `opportunity` or `contact & organization`.
Feature: api version 3.1 instead of 3.0.
Fixed: resolve tags for `contact` and `organization`.
Fixed: saving the send type.
Fixed: show empty custom fields.

= 1.1.0 =
Feature: populate the value of the checkbox field from the form field.
Feature: replacing a space in tags with the symbol `-`, since spaces are not allowed.

= 1.0.0 =
Initial public release

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