Ninja Forms Insightly CRM

Ninja Forms Insightly CRM is an official extension that connects forms created with Ninja Forms in WordPress directly to your Insightly CRM account. Its purpose is to eliminate manual data transfer: every form submission automatically becomes a contact, lead, opportunity, or other structured record within your CRM, with no intermediate steps or costly custom solutions.

This integration is designed for businesses that already work with Insightly and want their WordPress site to stop being an isolated silo from their daily business management. With it, you can automatically create contacts, leads, organizations, opportunities, projects, notes, and tasks directly from the data submitted through your web forms.

Setup is surprisingly simple: just copy your Insightly API key, paste it into the extension settings within Ninja Forms, validate the connection, and add an Insightly CRM action to any form. From there, field mapping is completely visual: select the form field on the left, match it with the corresponding field in your Insightly account on the right, and save. It's that simple.

The extension offers full support for Insightly's optional modules. In addition to creating your lead or contact, you can attach opportunities, projects, and tasks to the newly created record, each with its own available fields to enrich your new potential customer's information. This allows you to develop much more complete profiles from the first contact.

As an official extension developed by the Ninja Forms team, it comes with dedicated technical support and complete documentation to guide you every step of the way. If you manage lead generation campaigns, contact forms, quote requests, or any other type of form on WordPress, this integration will allow all that information to flow directly into your CRM and be available to your sales team instantly.

Connect your WordPress site to Insightly CRM easily and comprehensively, and turn every submitted form into a professionally managed business opportunity.