How to Send WooCommerce Orders to Insightly

Insightly is a CRM that helps you manage contacts and track interactions. If you want WooCommerce orders synced to Insightly, you could pay for a cloud automation service. Or you could do it directly from WordPress. This is the direct route.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-order fees, no external dependencies.

What you will need

• A WordPress site with WooCommerce installed and configured.
• 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 WooCommerce to Insightly.

2. Pick your trigger

Select WooCommerce as the form provider. AFI fires when an order status changes, giving you access to customer details, billing and shipping addresses, line items, totals, and payment method.

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 on the left to the corresponding WooCommerce order field on the right. Common mappings include customer name, email, phone, billing address, order total, and product details. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain orders? Set up a conditional rule. For example, only sync orders above a specific total, or only completed orders.

6. Save and test

Click Save Integration. Place a test order in your WooCommerce store. Check Insightly to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

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

Frequently asked questions

Which WooCommerce events trigger the integration?

AFI fires when an order status changes (for example, pending to processing, or processing to completed). This covers new orders, successful payments, refunds, and cancellations.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the order is processed. Your customers complete checkout normally without any delay.

Can I send orders to multiple platforms?

Yes. Create a separate integration for each destination, and every order flows to all of them simultaneously.

Get started

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