This module enables the integration of insightly CRM with webforms. It creates a new contact for each webform entry and adds opportunities for every subsequent entry of the contact.
This is performed by mapping the webform fields with insightly fields; 'FIRST_NAME', 'LAST_NAME', 'BACKGROUND', 'IMAGE_URL', 'EMAIL', 'PHONE', 'BID_AMOUNT'.
CUSTOMFIELDS can also be mapped using this module. Make sure that the field name exists in insightly for this to work. You need to add custom fields at System Settings > Custom Fields.
All the configurations can be easily done at the admin side. Any number of webforms can be added in the configuration.
Features
- Integrates unlimited webforms with insightly
- Integrates unlimited fields for the webforms
- Enables mapping of custom fields with insightly
- A new contact and opportunity is created if the email id has not been registered before. If the contact exists, a new opportunity will be added to the contact.
Note:Recommented to use Insightly Integration in Drupal 8.
Short name
webform_insightly
Supporting organizations
Built the module