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Gravity Forms - Insightly CRM - Integration

Gravity Forms - Insightly CRM - Integration

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Gravity Forms Insightly CRM Integration is a Insightly CRM integration plugin for WordPress that makes it really simple to send your Gravity Forms 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 Gravity Forms 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 `Gravity Forms` forms.
  • Supports getting `utm` params from the `URL`.
  • Supports for `GA Client ID` cookie to use.
  • Support send `Note`.
  • Multiple pipeline support.
  • Image previews.
  • Super easy to set-up!

IMPORTANT NOTES:

  • This plugin requires the `Gravity Forms` 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

v1.7.0

- Feature: optional send via `action scheduler` instead of `immediately` (#31).
- Feature: support for processing utm tags when using caching plugins (#30).
- Fixed: enqueue scripts when `non-conflict` mode is `on` (#29).

v1.6.1

- Chore: use `webpack` to build assets.
- Feature: ignore sending if entry has status spam.

v1.5.1

- Chore: minor improvements in downloading the log through the admin panel.
- Feature: reset fields cache by button without cron.
- Chore: use composer autoloader.
- Feature: ability do not search for existing contact, always create new.

v1.3.2

- Chore: change separator in list of links to uploaded files.
- Feature: added the ability to log requests to CRM (disabled by default).
- Chore: more logs and move log file to uploads directory.

v1.2.0

- Feature: the ability to send a list of links to uploaded files - new shortcode {uploaded_files}

v1.1.0

- 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`.

v1.0.0

- Initial public release
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