Description

When website forms need to feed the commercial pipeline without manual typing, The Insightly CRM addon connects Ninja Forms to the Insightly API and sends submission data to create contacts, leads, organizations, opportunities, projects, notes, and tasks. With field mapping between the form and the CRM, The Insightly CRM extension serves users who capture requests, quotes, or opportunities through WordPress and need to record each entry in Insightly with less operational rework.

Key Features of Insightly CRM

  • Sending to CRM
    Forwards submitted data from Ninja Forms directly to Insightly.
  • Record Creation
    Creates contacts, leads, organizations, opportunities, projects, notes, and tasks.
  • Field Mapping
    Links form fields to fields available in the Insightly account.
  • API Validation
    Uses the Insightly API key in Ninja Forms settings.
  • Optional Modules
    Attaches opportunities, projects, and tasks to the created contact or lead.

Benefits of Insightly CRM

  • Less Manual Typing
    Reduces duplication between site forms and CRM records.
  • Organized Commercial Entry
    Centralizes new contacts and opportunities in the Insightly flow.
  • Faster Response
    Facilitates tracking received requests without relying on intermediate spreadsheets.
  • More Consistent Data
    Standardizes field submission according to the CRM structure.

For Whom Insightly CRM Is Recommended?

  • Those who use Ninja Forms to capture contacts and want to record those entries in Insightly.
  • Teams that receive quote requests through the site and track opportunities in the CRM.
  • Those who need to convert contact forms into commercial records with mapped fields.

How to Download Insightly CRM

The Insightly CRM is available for download here on Ultrapack. After downloading the .zip file, install it in Plugins > Add New > Upload Plugin, select the package and activate. As an addon, keep Ninja Forms active in WordPress.

Insightly CRM makes sense when the form should not only store an entry in WordPress but start a real flow within the CRM. By connecting fields sent from Ninja Forms to Insightly modules, the addon helps maintain contacts, leads, and opportunities on a more traceable base, with fewer manual steps between capture and commercial follow-up.

Frequently asked questions

Is Ninja Forms Insightly CRM GPL-licensed?

Yes. Ninja Forms Insightly CRM is distributed under the GPL (GNU General Public License). You may legally use, modify and redistribute it on as many sites as you want.

Can I use Ninja Forms Insightly CRM on multiple sites?

Yes. You can install Ninja Forms Insightly CRM on as many sites as you want. Only automatic updates through Ultrapack Auto Updater have a limit: from 3 to 80 sites, depending on the plan.

How much does Ninja Forms Insightly CRM cost at Ultrapack?

Ninja Forms Insightly CRM costs US$2.99 as a single purchase, and it is also included in the subscription plans starting at US$12/mo (VIP I).

Does Ninja Forms Insightly CRM include updates?

Yes. The current version of Ninja Forms Insightly CRM is 3.2.2, published at Ultrapack on Jun 7, 2025. Subscribers update straight from the WordPress dashboard with UAU (Ultrapack Auto Updater).

Is Ninja Forms Insightly CRM scanned before publication?

Yes. Every version of Ninja Forms Insightly CRM goes through a malware scan (ClamAV and YARA rules, at UltraHub) before it is published.