{"id":103454,"date":"2019-05-06T07:57:20","date_gmt":"2019-05-06T07:57:20","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/gravity-forms-insightly\/"},"modified":"2025-12-22T05:51:21","modified_gmt":"2025-12-22T05:51:21","slug":"gf-insightly","status":"publish","type":"plugin","link":"https:\/\/scn.wordpress.org\/plugins\/gf-insightly\/","author":14640332,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_crdt_document":"","version":"1.1.7","stable_tag":"1.1.7","tested":"6.9.4","requires":"3.8","requires_php":"5.3","requires_plugins":null,"header_name":"WP Gravity Forms Insightly","header_author":"CRM Perks.","header_description":"Integrates Gravity Forms with Insightly allowing form submissions to be automatically sent to your Insightly account","assets_banners_color":"e08e57","last_updated":"2025-12-22 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Learn more at <a href=\"https:\/\/www.crmperks.com\/plugins\/gravity-forms-plugins\/gravity-forms-insightly-plugin\/?utm_source=wordpress&amp;utm_medium=directory&amp;utm_campaign=insightly_CRM_readme\">crmperks.com<\/a><\/p>\n\n<h3>Insightly Gravity Forms Add-on Setup<\/h3>\n\n<ul>\n<li>Go to Forms -&gt; Settings -&gt; Insightly then add new account.<\/li>\n<li>Go to Forms -&gt; select any form -&gt; Settings -&gt; Insightly then create new insightly feed.<\/li>\n<li>Map required Insightly fields to Gravity Forms form fields.<\/li>\n<li>Send your test entry to Insightly CRM.<\/li>\n<li>Go to Forms -&gt; select any form -&gt; Settings -&gt; Insightly Logs and verify previously sent entries.<\/li>\n<\/ul>\n\n<p><strong>Connect insightly account<\/strong><\/p>\n\n<p>Connect Gravity Forms to Insightly account by safe and secure Oauth 2.0. Additionally, you can connect multiple insightly accounts to Gravity Forms.<\/p>\n\n<p><strong>Mapping Insightly fields<\/strong><\/p>\n\n<p>Simply select any Insightly object(Lead, Contact etc) then map gravity forms form fields to Insightly object fields.<\/p>\n\n<p><strong>Manually send entries to Insightly<\/strong><\/p>\n\n<p>Automatically Send gravity forms submissions to Insightly when user submits form. Also, you can manually send gravity forms enrtries to Insightly CRM.<\/p>\n\n<p><strong>Filter Insightly Gravity Forms Entries<\/strong><\/p>\n\n<p>Either send all gravity forms entries to Insightly or filter entries sent to Insightly based on user input. For example , only send that entry to Insightly which contains work email address.<\/p>\n\n<p><strong>Send Data As Insightly object Notes<\/strong><\/p>\n\n<p>if a contact form has fields which can not be mapped to any Insightly Object(Lead, Contact etc) fields, So you can send such fields as Insightly Object note.<\/p>\n\n<p><strong>Insightly Gravity Forms logs<\/strong><\/p>\n\n<p>View a detailed log of each gravity forms entry whether sent or not sent to Insightly and easily resend any gravity forms entry to Insightly CRM.<\/p>\n\n<p><strong>Hubspot Error Reporting<\/strong><\/p>\n\n<p>If there is an error while sending an entry to Insightly, an email containing the error details will be sent to the specified email address.<\/p>\n\n<p><strong>Create Or Update any Object in Insightly<\/strong><\/p>\n\n<p>If an Object(Lead, Contact etc) already exists in Insightly, update it otherwise create a new Object(Lead, Contact etc) in Insightly CRM.<\/p>\n\n<blockquote>\n<p><strong>Premium Version Features.<\/strong><\/p>\n<p>Following features are available in premium version <a href=\"https:\/\/www.crmperks.com\/plugins\/gravity-forms-plugins\/gravity-forms-insightly-plugin\/?utm_source=wordpress&amp;utm_medium=directory&amp;utm_campaign=insightly_CRM_readme\">Gravity Forms Insightly<\/a>.<\/p>\n<ul>\n<li>Custom fields particularly Phone Number fields fields.<\/li>\n<li>Assign Lead Source and Status to any Lead in insightly.<\/li>\n<li>Assign Owner to any Insightly Object(Leads, Contacts etc).<\/li>\n<li>Assign Category to tasks, projects etc.<\/li>\n<li>Assign object(Organization, Contact, Opportunity etc) created by one feed to other feed object(Lead,Contact etc) in Insightly CRM.<\/li>\n<li>when a user submit a form, you can save gclid, utm parameters and Geo location.<\/li>\n<li>Assign Tags in insightly CRM.<\/li>\n<li>Lookup lead's email and phone number using email or phone number lookup services when user submits a contact form.<\/li>\n<li>20+ premium addons<\/li>\n<\/ul>\n<\/blockquote>\n\n<h3>Want to send Gravity Forms data to a different crms<\/h3>\n\n<p>We have Premium Gravity Forms add-ons for 20+ CRMs.<a href=\"https:\/\/www.crmperks.com\/plugins\/gravity-forms-plugins\/gravity-forms-insightly-plugin\/?utm_source=wordpress&amp;utm_medium=directory&amp;utm_campaign=insightly_CRM_readme\">View All CRM Extensions<\/a><\/p>\n\n<h3>Need Insightly Plugin for Woocommerce ?<\/h3>\n\n<p>We have Insightly add-on for Woocommerce. <a href=\"https:\/\/www.crmperks.com\/plugins\/woocommerce-plugins\/woocommerce-insightly-plugin\/?utm_source=wordpress&amp;utm_medium=directory&amp;utm_campaign=insightly_CRM_readme\">Woocommerce Insightly<\/a><\/p>\n\n<!--section=faq-->\n<dl>\n<dt id='need%20free%20support%3F'><h3>Need free Support?<\/h3><\/dt>\n<dd><p>Our team provides free support at <a href=\"https:\/\/www.crmperks.com\/contact-us\/\">https:\/\/www.crmperks.com\/contact-us\/<\/a>.<\/p><\/dd>\n<dt id='insightly%20gravity%20forms'><h3>Insightly gravity forms<\/h3><\/dt>\n<dd><p>You can easily connect Gravity forms and Insightly with this free plugin. When anyone submits a form, you can create a Contact, Lead etc in Insightly.\n* Connect Insightly account to Gravity forms.\n* Create a feed then map Insightly fields to form fields.\n* Send Gravity forms entry to Insightly.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.1.7<\/h4>\n\n<ul>\n<li>fixed \"list field\" issue.<\/li>\n<\/ul>\n\n<h4>1.1.6<\/h4>\n\n<ul>\n<li>fixed \"map picklist fields\" issue.<\/li>\n<\/ul>\n\n<h4>1.1.5<\/h4>\n\n<ul>\n<li>fixed \"boolean field\" issue.<\/li>\n<\/ul>\n\n<h4>1.1.4<\/h4>\n\n<ul>\n<li>added \"post form submission event\" feature.<\/li>\n<\/ul>\n\n<h4>1.1.3<\/h4>\n\n<ul>\n<li>fixed \"post_image field\" issue.<\/li>\n<\/ul>\n\n<h4>1.1.2<\/h4>\n\n<ul>\n<li>fixed \"api url\" issue.<\/li>\n<li>fixed \"checkbox filter\" issue.<\/li>\n<\/ul>\n\n<h4>1.1.1<\/h4>\n\n<ul>\n<li>fixed \"old tags removed\" issue.<\/li>\n<\/ul>\n\n<h4>1.1.0<\/h4>\n\n<ul>\n<li>fixed \"url file upload\" issue.<\/li>\n<\/ul>\n\n<h4>1.0.9<\/h4>\n\n<ul>\n<li>fixed \"undefined post function\" issue.<\/li>\n<\/ul>\n\n<h4>1.0.8<\/h4>\n\n<ul>\n<li>fixed \"esc variables\" issue.<\/li>\n<\/ul>\n\n<h4>1.0.7<\/h4>\n\n<ul>\n<li>fixed \"debug xss\" issue.<\/li>\n<\/ul>\n\n<h4>1.0.6<\/h4>\n\n<ul>\n<li>fixed file fields.<\/li>\n<\/ul>\n\n<h4>1.0.5<\/h4>\n\n<ul>\n<li>fixed spam entries issue.<\/li>\n<li>fixed updating tags issue.<\/li>\n<\/ul>\n\n<h4>1.0.4<\/h4>\n\n<ul>\n<li>added file uploads feature.<\/li>\n<li>added prospect object.<\/li>\n<\/ul>\n\n<h4>1.0.3<\/h4>\n\n<ul>\n<li>added ID field as Primary Key.<\/li>\n<\/ul>\n\n<h4>1.0.2<\/h4>\n\n<ul>\n<li>fixed \"long fields data\" issue in feed.<\/li>\n<\/ul>\n\n<h4>1.0.1<\/h4>\n\n<ul>\n<li>added custom objects feature.<\/li>\n<\/ul>\n\n<h4>1.0.0<\/h4>\n\n<ul>\n<li>Initial release.<\/li>\n<\/ul>","raw_excerpt":"Gravity Forms Insightly Add-on sends Gravity Forms entries to Insightly.","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/scn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/103454","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/scn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/scn.wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/scn.wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=103454"}],"author":[{"embeddable":true,"href":"https:\/\/scn.wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/crmperks"}],"wp:attachment":[{"href":"https:\/\/scn.wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=103454"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/scn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=103454"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/scn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=103454"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/scn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=103454"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/scn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=103454"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/scn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=103454"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}