How to Send Ultimate Member Data to Insightly

Insightly is a CRM that helps you manage contacts and track interactions. Every Ultimate Member registration record 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 Ultimate Member 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 Ultimate Member to Insightly.

2. Pick your trigger

Select Ultimate Member as the form provider. AFI fires when a user registers or updates their profile, giving you access to user name, email, username, account type, and custom profile fields.

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 Ultimate Member field on the right. Common mappings include user name, email, username, account type, and custom profile fields. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Trigger a test event in Ultimate Member. 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 records. Pro adds custom field mapping and lead creation. No per-record fees on any plan.

Frequently asked questions

Which Ultimate Member events trigger the integration?

AFI fires when a user registers or updates their profile. This covers new submissions and relevant status changes.

Will adding this slow down my site?

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

Can I send data to multiple platforms?

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

Get started

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