Ninja Forms Insightly CRM

Many sites collect leads through forms, then someone has to retype those details into a CRM. This add-on removes that step. You connect your Insightly account with an API key, and each Ninja Forms submission can create records in Insightly. Contacts, Leads, Organizations, Opportunities, Projects and Tasks are all supported modules.

You choose how the data lands. Any form field can be mapped to any field in Insightly, including custom fields, and one submission can create several linked records. A built-in test lets you check the API connection from WordPress before a form goes live. The plugin also handles empty values and formats data to match what Insightly's API expects, which helps avoid rejected requests.

Features

• Direct Insightly connection: Connects Ninja Forms to Insightly CRM so form submissions are sent to your account automatically, which cuts down on manual data entry.
• API key setup: Connect by copying and pasting your Insightly API key into WordPress. No custom development is needed to link the two systems.
• Multiple module support: Create Contacts, Leads, Organizations, Opportunities, Projects and Tasks in Insightly from a single form submission.
• Flexible field mapping: Map any form field to any field in Insightly CRM, so you decide exactly what data is collected and where it goes.
• Optional module support: Attach Projects, Opportunities and Tasks to newly created contacts or leads, keeping related records connected in Insightly.
• Connection testing tools: Test your API connection from within WordPress and validate the integration before going live, which helps catch errors early.
• Careful data handling: Empty values are managed and data is formatted to meet Insightly's API requirements, which helps prevent rejected requests.
• Custom field name support: Works with new Insightly custom field names and entity-specific data handling, so CRM records stay accurate.

Best for

• WordPress sites that already use Ninja Forms
• Teams that manage leads and contacts in Insightly
• Site owners tired of retyping form entries into a CRM