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

  1. Integrates unlimited webforms with insightly
  2. Integrates unlimited fields for the webforms
  3. Enables mapping of custom fields with insightly
  4. 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