Ninja Forms Insightly CRM 3.2.1

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:

1. Seamless Integration with Insightly CRM
2. Create and Update Leads in Insightly from Ninja Forms
3. Automatically Assign Leads to Team Members
4. Track Form Submissions as Leads or Contacts
5. Map Form Fields to Insightly Fields
6. Conditional Logic for Lead Creation
7. Option to Assign Tags to Leads
8. Sync Form Submission Data with Insightly Notes
9. Customize Lead Source and Status
10. Automatic Duplicate Detection and Prevention
11. Automatic Contact Creation for Existing Leads
12. Option to Send Email Notifications for New Leads
13. View Insightly Lead Data in Ninja Forms Dashboard
14. Add Insightly Fields to Ninja Forms
15. Ability to Edit and Update Insightly Leads from Ninja Forms
16. Automatic Lead Scoring based on Form Submissions
17. Integration with Insightly Tasks and Projects
18. Detailed Reporting and Analytics on Lead Data.