Ninja Forms – Insightly CRM is a simple, powerful integration that sends your form submissions straight into Insightly as leads, contacts, opportunities, or tasks. Automate data capture, map fields with ease, and trigger workflows so you can follow up faster and grow your pipeline without manual data entry.
- One‑click connection between Ninja Forms and Insightly CRM
- Create leads, contacts, organizations, opportunities, or tasks from form entries
- Easy drag‑and‑drop field mapping for all standard and custom fields
- Conditional logic to route submissions to the right Insightly objects
- Supports multiple forms with unique Insightly actions per form
- Real‑time data sync to Insightly on successful submission
- Duplicate checking to prevent repeat records
- Tag, assign, and set owners automatically for better team workflows
- Map UTM and hidden fields to capture campaign sources
- Error handling with clear admin notices and logging
- GDPR‑friendly options: consent fields and selective data capture
- Works with Ninja Forms calculations and conditional fields
- Supports Insightly custom fields and pipelines
- No code required; set up in minutes
- Compatible with popular caching and security plugins
