Create contacts, opportunities, projects, tasks, and notes from your form!
The Insightly CRM extension for Ninja Forms enables you to send your form submission data directly into your Insightly CRM account, managing your sales leads effectively.
With Ninja Forms + Insightly you can:
The Insightly CRM extension for Ninja Forms enables you to send your form submission data directly into your Insightly CRM account, managing your sales leads effectively.
With Ninja Forms + Insightly you can:
- Jump start your sales workflow directly from your contact form submission by generating:
- Contacts
- Leads
- Organizations
- Opportunities
- Projects
- Notes
- Tasks
- Connect directly to your Insightly account and map form fields to the custom fields you create for contacts.