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.
2015.08.26 Add support for Leads module
2015.04.09 Bug Fix: Add check for empty field because field not filled out can prevent creation of entire entry
2015.02.27 Enhancement: enable calc fields to be mapped to any mappable Insightly field
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
2014.09.10 Bug Fix: Change date format for task. Was \”Y-d-m\”, now \”Y-d-m H:i:s\”
2014.08.25 New Features Add custom field support for Organisation, Opportunity, and Project
Add Tags, Task, Opportunity, Project, and Notes modules
2014.06.26 Change \”private\” methods to \”protected\” Declare new_opportunity_id as protected
2014.06.26 – Add Organization and Role Change name of class RawRequest to InsightlyRawRequest
Text and file cleanup
Code cleanup and testing