Title: WP Gravity Forms Insightly
Author: CRM Perks
Published: <strong>06.05.2019</strong>
Last modified: 06.09.2026

---

Шукати плагіни

![](https://ps.w.org/gf-insightly/assets/banner-772x250.png?rev=2626472)

![](https://ps.w.org/gf-insightly/assets/icon-256x256.png?rev=2626472)

# WP Gravity Forms Insightly

 Від автора [CRM Perks](https://profiles.wordpress.org/crmperks/)

[Завантажити](https://downloads.wordpress.org/plugin/gf-insightly.1.1.8.zip)

 * [Деталі](https://uk.wordpress.org/plugins/gf-insightly/#description)
 * [Відгуки](https://uk.wordpress.org/plugins/gf-insightly/#reviews)
 * [Розробка](https://uk.wordpress.org/plugins/gf-insightly/#developers)

 [Підтримка](https://wordpress.org/support/plugin/gf-insightly/)

## Опис

Gravity Forms Insightly Add-on automatically sends form submissions to Insightly
when anyone submits a contact form. Learn more at [crmperks.com](https://www.crmperks.com/plugins/gravity-forms-plugins/gravity-forms-insightly-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=insightly_CRM_readme)

### Insightly Gravity Forms Add-on Setup

 * Go to Forms -> Settings -> Insightly then add new account.
 * Go to Forms -> select any form -> Settings -> Insightly then create new insightly
   feed.
 * Map required Insightly fields to Gravity Forms form fields.
 * Send your test entry to Insightly CRM.
 * Go to Forms -> select any form -> Settings -> Insightly Logs and verify previously
   sent entries.

**Connect insightly account**

Connect Gravity Forms to Insightly account by safe and secure Oauth 2.0. Additionally,
you can connect multiple insightly accounts to Gravity Forms.

**Mapping Insightly fields**

Simply select any Insightly object(Lead, Contact etc) then map gravity forms form
fields to Insightly object fields.

**Manually send entries to Insightly**

Automatically Send gravity forms submissions to Insightly when user submits form.
Also, you can manually send gravity forms enrtries to Insightly CRM.

**Filter Insightly Gravity Forms Entries**

Either send all gravity forms entries to Insightly or filter entries sent to Insightly
based on user input. For example , only send that entry to Insightly which contains
work email address.

**Send Data As Insightly object Notes**

if a contact form has fields which can not be mapped to any Insightly Object(Lead,
Contact etc) fields, So you can send such fields as Insightly Object note.

**Insightly Gravity Forms logs**

View a detailed log of each gravity forms entry whether sent or not sent to Insightly
and easily resend any gravity forms entry to Insightly CRM.

**Hubspot Error Reporting**

If there is an error while sending an entry to Insightly, an email containing the
error details will be sent to the specified email address.

**Create Or Update any Object in Insightly**

If an Object(Lead, Contact etc) already exists in Insightly, update it otherwise
create a new Object(Lead, Contact etc) in Insightly CRM.

> **Premium Version Features.**
> Following features are available in premium version [Gravity Forms Insightly](https://www.crmperks.com/plugins/gravity-forms-plugins/gravity-forms-insightly-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=insightly_CRM_readme).
>  * Custom fields particularly Phone Number fields fields.
>  * Assign Lead Source and Status to any Lead in insightly.
>  * Assign Owner to any Insightly Object(Leads, Contacts etc).
>  * Assign Category to tasks, projects etc.
>  * Assign object(Organization, Contact, Opportunity etc) created by one feed to
>    other feed object(Lead,Contact etc) in Insightly CRM.
>  * when a user submit a form, you can save gclid, utm parameters and Geo location.
>  * Assign Tags in insightly CRM.
>  * Lookup lead’s email and phone number using email or phone number lookup services
>    when user submits a contact form.
>  * 20+ premium addons

### Want to send Gravity Forms data to a different crms

We have Premium Gravity Forms add-ons for 20+ CRMs.[View All CRM Extensions](https://www.crmperks.com/plugins/gravity-forms-plugins/gravity-forms-insightly-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=insightly_CRM_readme)

### Need Insightly Plugin for Woocommerce ?

We have Insightly add-on for Woocommerce. [Woocommerce Insightly](https://www.crmperks.com/plugins/woocommerce-plugins/woocommerce-insightly-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=insightly_CRM_readme)

## Скріншоти

[⌊Connect your Insightly Account to Gravity Forms.⌉⌊Connect your Insightly Account
to Gravity Forms.⌉[

Connect your Insightly Account to Gravity Forms.

[⌊Map required Insightly fields.⌉⌊Map required Insightly fields.⌉[

Map required Insightly fields.

[⌊Gravity Forms Insightly logs.⌉⌊Gravity Forms Insightly logs.⌉[

Gravity Forms Insightly logs.

[⌊Manually Send Gravity Forms entry to Insightly.⌉⌊Manually Send Gravity Forms entry
to Insightly.⌉[

Manually Send Gravity Forms entry to Insightly.

[⌊Get Customer's email and phone infomation from Full Contact(Premium feature).⌉⌊
Get Customer's email and phone infomation from Full Contact(Premium feature).⌉[

Get Customer’s email and phone infomation from Full Contact(Premium feature).

[⌊Get visitors's gclid , utm parameters, geolocation, browser and OS (Premium feature).⌉⌊
Get visitors's gclid , utm parameters, geolocation, browser and OS (Premium feature)
.⌉[

Get visitors’s gclid , utm parameters, geolocation, browser and OS (Premium feature).

## Часті питання

### Need free Support?

Our team provides free support at [https://www.crmperks.com/contact-us/](https://www.crmperks.com/contact-us/).

### Insightly gravity forms

You can easily connect Gravity forms and Insightly with this free plugin. When anyone
submits a form, you can create a Contact, Lead etc in Insightly. * Connect Insightly
account to Gravity forms. * Create a feed then map Insightly fields to form fields.*
Send Gravity forms entry to Insightly.

## Відгуки

![](https://secure.gravatar.com/avatar/b9a90b43662454dbe90002b3d68e47e00fd74371476689e6fbfb8ed1c416919d?
s=60&d=retro&r=g)

### 󠀁[Good plugin and great customer support](https://wordpress.org/support/topic/good-plugin-and-great-customer-support-2/)󠁿

 [andrewvagg](https://profiles.wordpress.org/andrewvagg/) 14.09.2026

We've been using this plugin for a few months now and it's working really well. 
Previously we were managing all form submissions via AppConnect and using this plugin
has helped to reduce our task usage. Customer support is also quick and helpful!

![](https://secure.gravatar.com/avatar/a7b8d41d2ee07758d29e23f4d39c0902bc5d32f90d22bf730380aa932dca27aa?
s=60&d=retro&r=g)

### 󠀁[Works as advertised](https://wordpress.org/support/topic/works-as-advertised-907/)󠁿

 [johnboveri](https://profiles.wordpress.org/johnboveri/) 02.07.2024

Easy to use and connect!

![](https://secure.gravatar.com/avatar/2922204449fa9261f759501c1bb1292d53cc4c0f6b7c392dac1f7415a9cbc25f?
s=60&d=retro&r=g)

### 󠀁[Useful and effective with good service](https://wordpress.org/support/topic/useful-and-effective-with-good-service/)󠁿

 [aclark312093](https://profiles.wordpress.org/aclark312093/) 15.03.2022

Has been working seamlessly in the background and is easy to use. Simple, effective,
and priced decent with good service.

![](https://secure.gravatar.com/avatar/05c60702366540777891ea4cc3b23e66ac88d4211e765fd8b094d4116018526a?
s=60&d=retro&r=g)

### 󠀁[Great plugin & good service!](https://wordpress.org/support/topic/great-plugin-good-service-3/)󠁿

 [atoonstra](https://profiles.wordpress.org/atoonstra/) 02.03.2022

First bought a personal license, but after setting this up that quickly we bought
the professional one. Works very well!

![](https://secure.gravatar.com/avatar/7ac0bc1feaf043cdf413abf175e538482db3893f85bca1752358602348995cf1?
s=60&d=retro&r=g)

### 󠀁[Excellent Support](https://wordpress.org/support/topic/excellent-support-1656/)󠁿

 [rwbams](https://profiles.wordpress.org/rwbams/) 28.01.2022

Fantastic support! Just the plugin we needed.

![](https://secure.gravatar.com/avatar/d563d2c72ca694f8d4f2bc96eed324659981883b6d5395fc51b7c5bc9b675ee9?
s=60&d=retro&r=g)

### 󠀁[Good plugin](https://wordpress.org/support/topic/good-plugin-4714/)󠁿

 [sablebonne](https://profiles.wordpress.org/sablebonne/) 23.10.2020

Easy to install, good support.

 [ Прочитати всі 10 відгуків ](https://wordpress.org/support/plugin/gf-insightly/reviews/)

## Учасники та розробники

“WP Gravity Forms Insightly” — проект з відкритим вихідним кодом. В розвиток плагіну
внесли свій вклад наступні учасники:

Учасники

 *   [ CRM Perks ](https://profiles.wordpress.org/crmperks/)
 *   [ Samer Bazzi ](https://profiles.wordpress.org/sbazzi/)
 *   [ Asif ](https://profiles.wordpress.org/asif876/)

[Перекладіть “WP Gravity Forms Insightly” на вашу мову.](https://translate.wordpress.org/projects/wp-plugins/gf-insightly)

### Цікавитесь розробкою?

[Перегляньте код](https://plugins.trac.wordpress.org/browser/gf-insightly/), перегляньте
[сховище SVN](https://plugins.svn.wordpress.org/gf-insightly/) або підпишіться на
[журнал розробки](https://plugins.trac.wordpress.org/log/gf-insightly/) за допомогою
[RSS](https://plugins.trac.wordpress.org/log/gf-insightly/?limit=100&mode=stop_on_copy&format=rss).

## Журнал змін

#### 1.1.8

 * fixed “gravity forms 3.0 compatibility” issue.

#### 1.1.7

 * fixed “list field” issue.

#### 1.1.6

 * fixed “map picklist fields” issue.

#### 1.1.5

 * fixed “boolean field” issue.

#### 1.1.4

 * added “post form submission event” feature.

#### 1.1.3

 * fixed “post_image field” issue.

#### 1.1.2

 * fixed “api url” issue.
 * fixed “checkbox filter” issue.

#### 1.1.1

 * fixed “old tags removed” issue.

#### 1.1.0

 * fixed “url file upload” issue.

#### 1.0.9

 * fixed “undefined post function” issue.

#### 1.0.8

 * fixed “esc variables” issue.

#### 1.0.7

 * fixed “debug xss” issue.

#### 1.0.6

 * fixed file fields.

#### 1.0.5

 * fixed spam entries issue.
 * fixed updating tags issue.

#### 1.0.4

 * added file uploads feature.
 * added prospect object.

#### 1.0.3

 * added ID field as Primary Key.

#### 1.0.2

 * fixed “long fields data” issue in feed.

#### 1.0.1

 * added custom objects feature.

#### 1.0.0

 * Initial release.

## Мета

 *  Версія **1.1.8**
 *  Останнє оновлення **3 тижні тому**
 *  Активних встановлень **50+**
 *  Версія WordPress ** 3.8 або вище **
 *  Tested up to **7.1.2**
 *  Версія PHP ** 5.3 або вище **
 *  Мова
 * [English (US)](https://wordpress.org/plugins/gf-insightly/)
 * Позначки
 * [gravity forms](https://uk.wordpress.org/plugins/tags/gravity-forms/)[insightly](https://uk.wordpress.org/plugins/tags/insightly/)
 *  [Розширений перегляд](https://uk.wordpress.org/plugins/gf-insightly/advanced/)

## Оцінки

 5 out of 5 stars.

 *  [  10 5-star reviews     ](https://wordpress.org/support/plugin/gf-insightly/reviews/?filter=5)
 *  [  0 4-star reviews     ](https://wordpress.org/support/plugin/gf-insightly/reviews/?filter=4)
 *  [  0 3-star reviews     ](https://wordpress.org/support/plugin/gf-insightly/reviews/?filter=3)
 *  [  0 2-star reviews     ](https://wordpress.org/support/plugin/gf-insightly/reviews/?filter=2)
 *  [  0 1-star reviews     ](https://wordpress.org/support/plugin/gf-insightly/reviews/?filter=1)

[Your review](https://wordpress.org/support/plugin/gf-insightly/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/gf-insightly/reviews/)

## Учасники

 *   [ CRM Perks ](https://profiles.wordpress.org/crmperks/)
 *   [ Samer Bazzi ](https://profiles.wordpress.org/sbazzi/)
 *   [ Asif ](https://profiles.wordpress.org/asif876/)

## Підтримка

Є що сказати? Потрібна допомога?

 [Перейти в форум підтримки](https://wordpress.org/support/plugin/gf-insightly/)