Live Demo: CF7 Integration With Insightly

The CF7 Integration with Insightly plugin allows you to associate Insightly objects with CF7 fields and syncs the form submissions data over to the connected Insightly account to create records

How does the CF7 Integration With Insightly Pro Works?

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Edit CF7 Form Submissions

A Submissions menu is added after the activation of the plugin. This sub-menu will contain all CF7 form submissions. You can edit, delete, and export them in bulk.

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Add CRM Entry Note

You can individually add notes to form submissions and sync them over to your Insightly account. These notes provide further insights into the synced records.

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Manually Sync Data

Upon choosing this option, the automatic syncing of form submissions will stop. The submitted data will be stored in the Submissions menu and You can manually sync the data from there.

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Upload Attachments to Insightly

Introduce an option to allow customers to add files in their form submissions and sync these attachments to Insightly. You can view these uploaded files

More splendid features

Export CF7 submissions as CSV

You can download all the CF7 form submissions in bulk as CSV files from the Submissions Menu.

Add Phone and Mobile Fields

You can associate Phone and Mobile fields with your CF7 forms and add that data to your Insightly Contact records.

GDPR Compliance Settings

CF7 Integration with Insightly Pro works by saving the users’ data, including IP addresses, browser details, and device information. It follows the GDPR compliance guidelines and allows you to enable or disable saving submissions, selectively save submissions, and disable saving IP addresses.

Add Lead Source & status

Use the Lead Source to determine how the lead has been acquired. The options include Web, Phone Inquiry, Partner Referral, Purchased List, and others. The Lead Status is used to determine the active status of acquired leads. You can update the following statuses: Not Contacted, Attempted Contact, Contacted, and Disqualified.

Assign Organization to Object

With our plugin, you can associate certain objects (Contacts, Leads, Projects, etc.) to an Organisation object while creating it over Insightly.

Still Confused! How Our CF7 Integration with Insightly PRO Works?

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Frequently Asked Questions

This plugin will send all the form submissions data over Insightly CRM as per the modules of Insightly. It will help you create contacts, leads, tasks, etc.

The Logs are automatically deleted in bulk after seven days. After this period, you can schedule the deletion of logs.

Yes, if the form submission data synchronization with Insightly fails, you will automatically receive email notifications on your WordPress email.

The CF7 Integration with Insightly Pro enables you to download, edit, and add notes to form submissions.

Go to the Logs tab. In the upper right corner, there is a Download button. Click on it to download the logs in a CSV file.

Yes, you can add tags. To add more than one, you need to separate them with commas.
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