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Contact Form 7 - Insightly CRM - Integration

Contact Form 7 - Insightly CRM - Integration

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Contact Form 7 Insightly CRM Integration is a Insightly CRM integration plugin for WordPress that makes it really simple to send your Contact Form 7 forms directly to your Insightly CRM account. After the integration, submited the form are automatically added as lead, opportunity or contact & organization to the specified account in Insightly CRM, together with additional data.

BENEFITS OF OUR PLUGIN:

FEATURES:

  • Integrate your Contact Form 7 forms with Insightly CRM.
  • You can choice that your want to generate – lead, opportunity or contact & organization.
  • When creating a opportunity, an organization are created (or used existing if there is) and connected to it.
  • Supports custom fields.
  • You can set up each form personally, specify which information your want to get.
  • Sending in two modes: immediately when submitting the form or with a slight delay through `Action Scheduler`.
  • Integrate unlimited `Contact Form 7` forms.
  • Supports getting `utm` params from the `URL`.
  • Supports for `GA Client ID` cookie to use.
  • Supports for sending `roistat_visit` cookie.
  • Support send `Note`.
  • Multiple pipeline support.
  • Compatible with `Contact Form 7 Multi-Step Forms`. (when configuring, you need to fill in the fields with all the steps in the last form).

IMPORTANT NOTES:

  • This plugin requires the `Contact Form 7` plugin.

HOW DO I GET UPDATES?

For information about the new version and the installation of updates, you can use the plugin from Envato – Envato Market WordPress Plugin.

CHANGELOG

v1.8.0

- Feature: new filter `itglx/cf7/insightly/ignore-sending` (#159).

v1.7.0

- Feature: support sending value from cookie `roistat_visit` (#110).
- Feature: improvement of the interface of the settings page (#109).
- Fixed: enqueue assets on the page for adding a new `form` (#107).

v1.6.0

- Feature: support for copying settings when duplicating a `form` (#71).
- Fixed: checking built-in permissions `cf7` instead of additional (#72).

v1.5.0

- Feature: optional send via `action scheduler` instead of `immediately` (#39).
- Feature: support for processing utm tags when using caching plugins (#38).
- Fixed: enqueue admin assets for non-standard interface (#37).

v1.4.2

- Chore: use `webpack` to build assets.
- Chore: minor improvements in downloading the log through the admin panel.
- Feature: added the ability to log requests to CRM (disabled by default).
- Feature: reset fields cache by button without cron.

v1.2.1

- Chore: use composer autoloader.
- Feature: ability to create `note` together with `lead`, `opportunity` or `contact & organization`.
- Feature: api version 3.1 instead of 3.0.
- Fixed: resolve tags for `contact` and `organization`.
- Fixed: saving the send type.
- Fixed: show empty custom fields.

v1.1.0

- Feature: populate the value of the checkbox field from the form field.
- Feature: replacing a space in tags with the symbol `-`, since spaces are not allowed.

v1.0.0

- Initial public release
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