Insightly

Insightly is a CRM with built-in project management, popular with mid-sized service businesses. Advanced Form Integration sends form submissions to Insightly as new contacts, leads, or organizations.

What you’ll need

• An active Insightly account.
• Your Insightly API Key (User Settings → API → API Key).
• Your Insightly API URL / pod (e.g., https://api.na1.insightly.com, shown next to the key).
• The Advanced Form Integration plugin installed and activated.

Connect Insightly to AFI

1. In WordPress, go to AFI → Settings → Insightly.
2. Enter the API key and the API URL.
3. Click Save Changes.

Create the integration

1. Go to AFI → Add New.
2. Configure the trigger.
3. In Action → Platform, select Insightly.
4. In Task, choose Create Contact, Create Lead, or Create Organization.
5. Map the form fields:

• For contact: First Name, Last Name, Email, Phone, Title, Background.
• For lead: First Name, Last Name, Email, Phone, Organization, Title, Lead Source, Lead Status.
• For organization: Organization Name, Background, Phone, Website, Address.
• Custom fields by API name.

1. Optional: configure Conditional Logic.
2. Click Save Integration.

Pro features

The Pro Insightly integration adds custom field mapping by friendly name, plus the ability to assign a record to a specific user (owner) on creation.

Conditional logic example

Create an Insightly lead when the form’s qualification_status field is “new”. Already-qualified leads go in as contacts instead via a second integration.

Troubleshooting

“Invalid pod”

Insightly hosts accounts on multiple pods (na1, eu1, etc.). The API URL must match your account’s pod or all calls fail with 404.

Related docs

• Send Contact Form 7 to Insightly
• Send WPForms to Insightly
• Conditional Logic