Live Demo: MWB CF7 Integration With Insightly

MWB CF7 Integration with Insightly plugin allows the admin to associate Contact Form 7 form fields with Insightly modules. It sends all the CF7 form submission data over to the connected Insightly account and creates contacts, leads, tasks, etc.

On-Demand Features

Filter CF7 integration
Filter CF7 submissions As Per Feeds

You can apply AND/OR conditions in the feeds and filter out the CF7 form submissions that do not satisfy the applied conditions.

Detailed Log
Detailed Log

A log entry is automatically created upon all successful form submissions. You can expand the log entry and view the details of form submissions as well as the response from Insightly.

Error Email Notification
Error Email Notification

Receive an email notification for any error that occurs in the API interacts during the form submissions. By default, you’ll receive error email notifications on your WordPress email.

Delete Logs
Delete Logs after N days

You can also schedule the deletion of logs after a set number of days. It will delete all logs in bulk. By default, all CF7 submissions are deleted after seven days.

Support Guide

More splendid features

Integrate CF7 with Insightly Account

Seamlessly establishes the integration of the Contact Form 7 plugin with your Insightly CRM account. After successful integration, you can monitor the connection status and reauthorize and disconnect the connection whenever you want.

Plugin Data Delete On Uninstall

You can enable the deletion of all plugin-related data from your WordPress database upon plugin uninstallation.

Associate Form Fields with Insightly Modules

Create CF7 forms and associated fields with Insightly modules and sync the form submission data over to your Insightly CRM account.

Clear And Download Logs

You can clear the submitted form logs in bulk if you don’t need them. But in case you need more detailed analysis, you can also download the logs in bulk.

Insightly Custom Value

While mapping the fields of objects, you can assign Insightly custom values to them. In simplest words, you can add Insightly form field placeholders to create a new customized field. It’s helpful when you don’t have the required fields to add to your form.

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Frequently Asked Questions

This plugin will help in sending all the data like form submissions over Insightly CRM as per the modules of Insightly. This can help in creating contacts, leads, tasks over Insightly.

Yes, you can. To schedule the deletion, go to Settings >> Delete Logs After N Days, enter the number of days, and click on Save.

The minimum number of days should be seven and after that, you can set your limit.

In this case, you can simply download the logs. Go to the Logs tab and click on the Download button located in the upper right corner.

Yes, you can delete the plugin data. To enable this feature, go to Setting, click on the Plugin Data toggle, and click on Save.

Yes, you will automatically receive email notifications for failed form sync over Insightly.

For this, you can check out our support guide.
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