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Plugin Description
EFFORTLESSLY SYNC CONTACT FORM 7 FORM FIELDS WITH INSIGHTLY MODULES AND AUTOMATICALLY CREATE INSIGHTLY OBJECTS AND MAINTAIN A DETAILED FORM SUBMISSION LOG THAT YOU CAN DOWNLOAD AND DELETE IN BULK.
MWB CF7 Integration with Insightly plugin allows the admin to associate CF7 form fields with Insightly modules. It sends all the CF7 form submission data over to the connected Insightly account and creates contacts, leads, tasks, etc.
Contact form 7 is a pretty useful marketing plugin. It allows you to collect crucial data using forms and add it to your customer database. This data is later used to lead targeted marketing campaigns and grow your email list.
To effectively organize, segment, and manage your online business campaigns, you need Insightly CRM.
Our plugin effortlessly integrates CF7 with your Insightly account. It will help customize and automate your workflows and control the data users submit. Thus, optimizing your marketing efforts.
WITH THE CF7 INTEGRATION WITH INSIGHTLY PLUGIN, YOU CAN
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Filter CF7 submissions As Per Feeds
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View Detailed Logs
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Delete Logs after N days
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Integrate CF7 with Insightly Account
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Associate Form Fields with Insightly Modules
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Clear And Download Logs
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Insightly Custom Value
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Receive Error Email Notification
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Delete Plugin Data On Uninstall
WHAT’S INCLUDED IN OUR FREE CF7 INTEGRATION WITH INSIGHTLY PLUGIN:
1) Integrate CF7 with Insightly Account
Enter the API credentials (API key and Insightly API URL) to connect CF7 with your Insightly account. On the plugin’s dashboard, you can view the connection status. Plus, you can reauthorize and disconnect the integration at any time.
2) Filter CF7 submissions As Per Feeds
You can apply AND/OR conditions in the CF7 forms. Any form submissions that fail to meet the applied conditions, will be filtered out and their logs will not be created.
3) Detailed Log
A log entry is automatically made upon all successful form submissions. You can expand the log entry and view the details of form submissions as well as the response from Insightly.
4) Delete Plugin Data On Uninstall
You can enable the deletion of all plugin-related data from your WordPress database upon plugin uninstallation.
5) Associate Form Fields with Insightly Modules
Create CF7 forms and associate fields with Insightly field modules (contact, leads, organization, etc.) and sync the form submission data over to your Insightly CRM account.
6) Clear And Download Logs
The logs are automatically deleted after 7 days. But you can clear the logs in bulk when you don’t need them. However, for further analysis, you can also download them in bulk
7) Insightly Custom Value
While creating forms, you can assign Insightly custom values to the form fields. When you don’t have the required fields, you can add Insightly form field placeholders to create a new customized field
8) Receive Error Email Notification
You can enable email notification for any error that occurs in the API interaction during the form submissions. By default, you will receive notifications on your WordPress email.
9) Delete Logs after N days
You can schedule the bulk deletion of CF7 form submission logs but the number of days for deletion must be greater than 7.
Free Demo CF7 Integration with Insightly
Visit Free CF7 Integration with Insightly Documentation and learn more about the features and working of the plugin.
WHAT YOU CAN DO WITH PREMIUM VERSION OF PLUGIN
- Upload attachments to Insightly.
- Add notes to Insightly objects
- Assign tags to Insightly objects
- Assign category to Opportunities, Tasks, Projects objects
- Assign lead source & lead Status to lead object
- Assign user to Lead, Opportunity, Task, Project
- Manually sync data
SUPPORT
If you need support or have questions, kindly use our online chat window here or connect with us then Generate a ticket
If our documentation doesn’t contain the solution to your problem, you can visit the MakeWebBetter Forums with your question.
Screenshots
Authorization-form
Dashboard
Edit-feed
Feed-list
Getting Started
Overview
Plugin-log
Plugin-settings
Successful-auth
