Ninja Forms is a popular WordPress plugin that allows users to create forms and collect data on their website. With the Insightly CRM add-on, Ninja Forms users can integrate their forms with Insightly’s customer relationship management platform. This integration offers a range of powerful features to help users manage their contacts and leads more efficiently. In this list, we’ll outline the key features of the Ninja Forms Insightly CRM add-on.
List of Features:
Seamless Integration with Insightly CRM
Create and Update Leads in Insightly from Ninja Forms
Automatically Assign Leads to Team Members
Track Form Submissions as Leads or Contacts
Map Form Fields to Insightly Fields
Conditional Logic for Lead Creation
Option to Assign Tags to Leads
Sync Form Submission Data with Insightly Notes
Customize Lead Source and Status
Automatic Duplicate Detection and Prevention
Automatic Contact Creation for Existing Leads
Option to Send Email Notifications for New Leads
View Insightly Lead Data in Ninja Forms Dashboard
Add Insightly Fields to Ninja Forms
Ability to Edit and Update Insightly Leads from Ninja Forms
