How to Send SliceWP Data to Insightly

Insightly is a CRM that helps you manage contacts and track interactions. Every SliceWP an affiliate registers or a commission is recorded should flow into Insightly automatically. This guide shows how to set that up in five minutes.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to CRM. No task meter, no monthly bill.

What you will need

• A WordPress site with SliceWP 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 SliceWP to Insightly.

2. Pick your trigger

Select SliceWP as the form provider. AFI fires when an affiliate registers or a commission is recorded, giving you access to affiliate details, referral amounts, and commission data.

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 SliceWP field on the right. Common mappings include affiliate name, email, referral ID, commission amount, and status. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Trigger a test event in SliceWP. 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 referrals. Pro adds custom field mapping and lead creation. No per-referral fees on any plan.

Frequently asked questions

Which SliceWP events trigger the integration?

AFI fires when an affiliate registers or a commission is recorded. This covers new affiliate registrations, referral creations, and commission status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the affiliate event completes. Your site performance is not affected.

Can I send affiliate data to multiple platforms?

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

Get started

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