How to Send Contact Form 7 Submissions to Insightly

Insightly is a CRM and project management platform popular with mid-size businesses.

Contact Form 7 is the most popular form plugin on WordPress, and Insightly is where that data needs to land. Here is how to connect the two without writing a single line of code.

The direct approach

Rather than sending data through an external cloud, AFI delivers it straight from WordPress to Insightly. No per-task fees and a full audit trail in the activity log.

What you will need

• A WordPress site with Contact Form 7 installed and at least one form.
• A Insightly account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Insightly to AFI

1. Log in to your Insightly account.
2. Go to User Settings → API Key and copy it.
3. In WordPress, go to AFI → Settings → Insightly.
4. Paste the API Key and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it something recognizable, like CF7 to Insightly.

2. Pick your trigger

Select Contact Form 7 and choose the specific form. AFI reads the form fields automatically.

3. Select Insightly as the destination

Choose Insightly from the platform dropdown and pick Create Contact. This creates a contact in Insightly.

4. Map fields

Match each Insightly field to the corresponding Contact Form 7 field. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Submit a test entry and confirm the data arrived in Insightly. Check AFI → Log if anything needs debugging.

Free vs Pro

The free version maps name, email, and phone to Insightly with unlimited submissions. Pro adds custom field mapping and lead creation. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface.

Will adding this slow down my form?

No. AFI sends data to Insightly in the background after submission completes.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Contact Form 7 to Insightly in minutes.