Gravity Forms Insightly CRM Integration is a Insightly CRM integration plugin for WordPress that makes it really simple to send your Gravity Forms 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.
- Integrate your Gravity Forms 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 `Gravity Forms` forms.
- Supports getting `utm` params from the `URL`.
- Supports for `GA Client ID` cookie to use.
- Support send `Note`.
- Multiple pipeline support.
- Image previews.
- Super easy to set-up!
- This plugin requires the `Gravity Forms` plugin.