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Free Plugin by CRM Perks v1.1.8

WP Gravity Forms Insightly

Gravity Forms Insightly Add-on sends Gravity Forms entries to Insightly.

WP Gravity Forms Insightly

The facts

Rating
5★ from 9
Active installs
50+
Price
Free
Last updated
3 Aug 2026
Added
May 2019
Requires WP
3.8
Tested up to
WP 7.0.4
Requires PHP
5.3
Downloads
4,905

Our analysis

AI-assisted

WP Gravity Forms Insightly is a WordPress plugin that integrates Gravity Forms with Insightly CRM. It automatically sends form submissions to Insightly when a contact form is submitted, allowing for streamlined data management between the two platforms.

The plugin supports secure connection via Oauth 2.0 and enables users to map Gravity Forms fields to Insightly object fields. Users can also filter which entries are sent to Insightly and view logs of submissions for tracking purposes.

Best for: This plugin is suitable for users who need to connect Gravity Forms with Insightly CRM for efficient data handling.

What it does well

  • Automatically sends form submissions to Insightly
  • Supports mapping of Gravity Forms fields to Insightly objects
  • Allows filtering of entries based on user input
  • Provides detailed logs of submissions
  • Connects multiple Insightly accounts securely

Where it falls short

  • Limited information on additional features or customisation options

Verdict

WP Gravity Forms Insightly offers a straightforward solution for integrating form submissions with Insightly, but details on advanced features are lacking.

From the developer

CRM Perks's own description of WP Gravity Forms Insightly, lightly tidied.

Gravity Forms Insightly Add-on automatically sends form submissions to Insightly when anyone submits a contact form. Learn more at crmperks.com

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

Read the full description on the official page →

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