Description

This add-on integrates between Insightly CRM and Gravity Forms. You can connect your account to any form by entering your Insightly API key. Gravity Forms Entry fields can be mapped to any CRM fields. Instead of creating new Object, it is possible to update old objects, by setting Primary Key field. All local entries are synchronized with Insightly entries. If you update/delete/restore an entry that entry will be updated/deleted/restored in your CRM. By default all entries are sent to the Insightly, but it is possible to apply filters & setup rules.

If there is an error while sending data to Insightly, an email containing the error details will be sent to the specified email. A log is kept of each entry sent (or not sent). Entries can easily be resend to the CRM. Logs can be exported as a CSV file for forecasting, bookkeeping, and accounting purposes.

 

Pricing

This add-on has two premium licenses which include (update)support.

  • Personal, $29 yearly (1 site)
  • Professional, $49 yearly (5 sites)
  • Developer, $79 yearly (25 sites)
Submit your review
1
2
3
4
5
Submit
     
Cancel

Create your own review

Insightly CRM
Average rating:  
 0 reviews