Gravity Forms Insightly Plugin

(2 customer reviews)

Powerful plugin that sends Gravity Form entries into Insightly CRM. Have full control over what is sent, and when it is sent to get all the data you need.

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Key Features and Screenshots

Connect Account

Connect Insightly account to Gravity Forms by simply entering Insightly url and API key.

Fields Mapping

Easily map Gravity Forms Entry fields to any Insightly Object fields.

Pick lists Mapping

Map Insightly pick lists with Gravity Forms pick lists.

Multiple Feeds

A Feed determines how Gravity Forms entries data should be sent to Insightly. You can create multiple feeds & setup conditions for sending entries to Insightly.

Error Reporting

If there is an error while sending Gravity Forms entries data to Insightly, an email containing the error details will be sent to the specified email.

CRM Logs

View a detailed log of each Gravity Forms entry sent (or not sent) to Insightly and easily resend an entry to Insightly.

Export Logs as CSV

Easily export Insightly CRM Logs as a CSV file for forecasting, bookkeeping, and accounting purposes.

Full Synchronization

All Gravity Forms entries are fully synchronized with Insightly. If you update/delete/restore an entry that entry will be updated/deleted/restored in Insightly.

Filter Entries

By default all Gravity Forms entries are sent to Insightly, but you can apply filters & setup rules to limit the entries sent to Insightly CRM.

Send Data As Notes

You can send one to many Gravity Forms entry fields data as Insightly CRM entry Note.

Refresh Pick lists

Pick lists data can be refreshed automatically from Insightly after certain period of time.

Powerful Extensions

Yes, our Professional & Developer licenses include 10+ free add-on extensions

View All Add-ons

Choose the Best Package

  • Basic
    $59 / Year
    • Use on 1 WordPress Site
    • 1 Year of Support & Updates
    • No Add-ons
    • Basic Email Support
    Add To Cart
  • Popular
    Professional
    $119 / Year
    • Use on 5 WordPress Sites
    • 1 Year of Support & Updates
    • 15+ Premium Add-ons
    • Priority Email Support
    Add To Cart
  • Developer
    $199 / Year
    • Use on 25 WordPress Sites
    • 1 Year of Support & Updates
    • 15+ Premium Add-ons
    • Priority Email Support
    Add To Cart

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2 reviews for Gravity Forms Insightly Plugin

  1. David –

    First professional insightly plugin for Gravity Forms

  2. acardenas (verified owner) –

    The best integration out there for Insightly and Gravity Forms.

    The developers are pretty responsive and they go the extra mile to accommodate your requests. We found a few issues with Insightly API and there were quickly addressed by the development team!

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