Insightly CRM

Author: Nasir Ahmed 64 views

Overview

Advanced Form Integration plugin allows you to integrate any Sender Platform to Insightly CRM. When a user fills a form on your website, the plugin will send the data to your Insightly CRM account and create a contact in the preferred list. The free version of the plugin allows you to create new organisation contact or opportunity with basic fields. It requires the Paid version to add custom fields and update contact.

Supported Features

  • Create Organization, Contact & Opportunity (Basic Fields)

  • Create Organization, Contact & Opportunity (Custom Fields & Tags) Pro

How To Setup

Authentication

Before start, you are required to authorize your Insightly account on the plugin settings page.

Go to AFI > Settings > General and you will find all the supported platforms listed there. Mark Insightly CRM and hit the Save Changes button at the bottom.

Now find the Insightly tab at the top of the settings page click on that, You will be taken to the Insightly settings page, where you are to provide API Key and API URL then click on Save Changes button. (How to find api keys is instructed in Insightly CRM settings page)

Create New Integration

After the authentication part completed you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.

Title

A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one if multiple integrations are created.

Trigger

Select the sender form in the Form Provider dropdown. For example, Contact Form 7 or Gravity Form, or the Elementor Pro Form which you want to connect. After selecting the form provider, all forms built under that will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Action

Select Insightly in Platform dropdown. Then select Create New Organization, Contact, Deal in the Task dropdown. If you are using pro version you will get another option Insightly [PRO] select it. Then Select Create New Organization, Contact, Deal in the Task dropdown.

Map Fields

Available Owner List will be auto-populated in the list drop-down. Select the desired one. You will find Insightly’s Organization, Contact and Opportunity fields on the left side and form fields dropdown on the right. This form field dropdown will contain the field titles of the form you selected in the trigger area. Map Organization, Contact and Opportunity fields that you want. Skip the fields that are not needed. If you are using pro version you will have some extra field custom and tags. Use comma without space to add  multiple tag, you can map them as you want.

Save Integration

Finally, click the Save Integration button and you are done. Now you can start testing.

Troubleshooting

After the integration is made, when users fill up the form and submit it, the plugin initiates the process of sending data to the configured platform. It also saves a log that includes what data it tried to send, and what it got in response from that platform. So if you find an integration is not working, your first task is to check the logs. Go to AFI > Log menu and check the recent logs. 

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