Insightly Forms Integration Main Features
Smooth Automation
With Insightly Forms Integration you can send customer-submitted data from your forms directly into your CRM account.
Build Better Relationships
Full support for all modules: Contacts, Leads, organizations, opportunities, projects, and tasks.
Map Insightly Fields
Easily map your Insightly Forms Integration fields to your Insighly custom fields and gain more information about your customers.
Conditional Logic
Control opt-in and only add data when specific conditions are met.
Insightly Forms Integration
With Insightly Forms Integration you can capture leads and contacts from your website and send customer data to Insightly, helping you develop and keep healthy relationships with your newest visitors. You only need to match your form fields to the corresponding fields in the Insightly module (contacts, leads, opportunities, projects, etc.).
Using Insightly Forms Integration & Insightly, you can:
- Capture leads, contacts, and more customer data
- Increase your conversion rates
- Gain more information about your visitors and use that data to deliver highly optimized products and services.
- Choose which users will be added to your CRM and which ones don't.
- And much more!