Ninja Forms +
Insightly CRM

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

The Insightly CRM extension for Ninja Forms enables you to send your form submission data directly into your Insightly CRM account, managing your sales leads effectively.

With Ninja Forms + Insightly you can:

  • Jump start your sales workflow directly from your contact form submission by generating:
    • Contacts
    • Leads
    • Organizations
    • Opportunities
    • Projects
    • Notes
    • Tasks
  • Connect directly to your Insightly account and map form fields to the custom fields you create for contacts.

In addition to this impressive list of modules, your contacts will automatically be linked with the Organization, Opportunity, Project, Note, and Task.  If you create a Lead, it will be linked to the Note and Task.

Changelog

3.1.4

2017.10.14 Add visibility field maps for contacts and leads Add responsible user for leads

3.1.3

2017.07.31 Update Twitter and Linked IN field maps to reflect new Insightly structure

3.1.2

2017.07.09 Initialize Raw Response as array to use \”[]=\” in PHP 7

3.1.1

2017.04.21

Remove html tags from text area. Add support message for contactinfos missing field value (email, phone, social, website) Add advanced commands functionality

3.1.0

2017.04.14 Add test link for API connection validation w/o needing to create form

Add support messages for Insightly 400 responses

Convert Lead country into required format for Insightly

Remove Notes; not available in Insightly API v2.2

Set default Task fields

3.0.1

2017.03.20 Change Name and Slug contants for automatic update

3.0

2017.01.19 Add upgrade functions from 2.9 to 3.0

Correct setting id for nfinsightlycrm_most_recent_raw_request

2017.01.07 Make the new record ids available for other use using nfinsightlycrm_process_new_record_ids action

2017.01.01 Combine two lookup arrays into single nested associative array Add advanced code functionality Move variable handling into Plugin Setting class

2016.12.09 Replace programmatic field map values with readable value and use lookup array

2016.12.09 Enable switching of Insightly API version via constant definition Enable setting qty of records to return via constant definition

2016.12.08 Dashboard support for Insightly response messages

WIP – Modify version compare operator for deprecated selection

Develop 3.0 for initial release

1.10.0

2016.03.02 Add Responsible User ID and Owner ID to Lead Add Owner ID to Contact

1.9

2016.02.11 Add the following field maps for Leads: TITLE INDUSTRY EMPLOYEE_COUNT LEAD_RATING LEAD_STATUS_ID LEAD_SOURCE_ID

1.8

2016.01.01 Add default values for Opportunity and Project fields that are required and are not mapped in the form. Add Lead Description as a field mapping option for text area field

1.7

2015.12.08 Add Description for Leads Add Project and Opportunity Tags Add Opportuity Pipeline and Stage Linke Notes and Tasks to Leads

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