This Add-on is not yet compatible with version 3.0 or higher of Ninja Forms!

Ninja Forms +
Insightly CRM

Create contacts, opportunities, projects, tasks, and notes from your form!

Insightly for Ninja Forms

With Insightly CRM extension, you can send your Ninja Form information directly into your Insightly Customer Relationship Manager and manage your sales leads effectively.

  • Jump start your sales workflow by generating new Opportunities, Projects, Tasks, and Notes directly from your contact form submission.
  • Custom fields are supported – you can connect directly to your Insightly account and map form fields to the custom fields you create for contacts.

Changelog

1.6

2015.08.26 Add support for Leads module

1.5.1

2015.04.09 Bug Fix: Add check for empty field because field not filled out can prevent creation of entire entry

1.5

2015.02.27 Enhancement: enable calc fields to be mapped to any mappable Insightly field

1.4.1

2015.01.15 Enhancement: Convert multiselect list to comma delineated string so it can be sent into Insightly Code cleanup – break out functions for easier management, remove unused vars

1.3.1

2014.09.10 Bug Fix: Change date format for task. Was \”Y-d-m\”, now \”Y-d-m H:i:s\”

1.3

2014.08.25 New Features Add custom field support for Organisation, Opportunity, and Project

1.2

Add Tags, Task, Opportunity, Project, and Notes modules

1.1.2

2014.06.26 Change \”private\” methods to \”protected\” Declare new_opportunity_id as protected

1.1

2014.06.26 – Add Organization and Role Change name of class RawRequest to InsightlyRawRequest

1.0

Live Release

0.9.1

Text and file cleanup

0.9

Code cleanup and testing

0.1

Initial Setup

This Add-on is not yet compatible with version 3.0 or higher of Ninja Forms!