MWB CF7 Integration with Insightly, Email Notification,Insightly Modules,Delete Logs,submissions As Per Feeds

描述

EFFORTLESSLY SYNC CONTACT FORM 7 FORM FIELDS WITH INSIGHTLY MODULES AND AUTOMATICALLY CREATE INSIGHTLY OBJECTS AND MAINTAIN A DETAILED FORM SUBMISSION LOG THAT YOU CAN DOWNLOAD AND DELETE IN BULK.

MWB CF7 Integration with Insightly plugin allows the admin to associate CF7 form fields with Insightly modules. It sends all the CF7 form submission data over to the connected Insightly account and creates contacts, leads, tasks, etc.

Contact form 7 is a pretty useful marketing plugin. It allows you to collect crucial data using forms and add it to your customer database. This data is later used to lead targeted marketing campaigns and grow your email list.

To effectively organize, segment, and manage your online business campaigns, you need Insightly CRM.

Our plugin effortlessly integrates CF7 with your Insightly account. It will help customize and automate your workflows and control the data users submit. Thus, optimizing your marketing efforts.

PLUGIN MEETS YOUR REQUIREMENT, SO

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Visit Free CF7 Integration with Insightly Documentation

WITH THE CF7 INTEGRATION WITH INSIGHTLY PLUGIN, YOU CAN

  • Filter CF7 submissions As Per Feeds

  • View Detailed Logs

  • Delete Logs after N days

  • Integrate CF7 with Insightly Account

  • Associate Form Fields with Insightly Modules

  • Clear And Download Logs

  • Insightly Custom Value

  • Receive Error Email Notification

  • Delete Plugin Data On Uninstall

WHAT’S INCLUDED IN OUR FREE CF7 INTEGRATION WITH INSIGHTLY PLUGIN:

1) Integrate CF7 with Insightly Account
Enter the API credentials (API key and Insightly API URL) to connect CF7 with your Insightly account. On the plugin’s dashboard, you can view the connection status. Plus, you can reauthorize and disconnect the integration at any time.

2) Filter CF7 submissions As Per Feeds
You can apply AND/OR conditions in the CF7 forms. Any form submissions that fail to meet the applied conditions, will be filtered out and their logs will not be created.

3) Detailed Log
A log entry is automatically made upon all successful form submissions. You can expand the log entry and view the details of form submissions as well as the response from Insightly.

4) Delete Plugin Data On Uninstall
You can enable the deletion of all plugin-related data from your WordPress database upon plugin uninstallation.

5) Associate Form Fields with Insightly Modules
Create CF7 forms and associate fields with Insightly field modules (contact, leads, organization, etc.) and sync the form submission data over to your Insightly CRM account.

6) Clear And Download Logs
The logs are automatically deleted after 7 days. But you can clear the logs in bulk when you don’t need them. However, for further analysis, you can also download them in bulk

7) Insightly Custom Value
While creating forms, you can assign Insightly custom values to the form fields. When you don’t have the required fields, you can add Insightly form field placeholders to create a new customized field

8) Receive Error Email Notification
You can enable email notification for any error that occurs in the API interaction during the form submissions. By default, you will receive notifications on your WordPress email.

9) Delete Logs after N days
You can schedule the bulk deletion of CF7 form submission logs but the number of days for deletion must be greater than 7.

Free Demo CF7 Integration with Insightly

Visit Free CF7 Integration with Insightly Documentation and learn more about the features and working of the plugin. Checkout MWB CF7 integration with Insightly knowledge base

WHAT YOU CAN DO WITH PREMIUM VERSION OF PLUGIN

  • Upload attachments to Insightly.
  • Add notes to Insightly objects
  • Assign tags to Insightly objects
  • Assign category to Opportunities, Tasks, Projects objects
  • Assign lead source & lead Status to lead object
  • Assign user to Lead, Opportunity, Task, Project
  • Manually sync data

TAKE ADVANTAGE OF EXCLUSIVE FEATURES OF CF7 INTEGRATION WITH INSIGHTLY PLUGIN

NOTE : Get CF7 INTEGRATION WITH INSIGHTLY

LIVE DEMO OF PREMIUM VERSION

SUPPORT

If you need support or have questions, kindly use our online chat window here or connect with us then Generate a ticket

If our documentation doesn’t contain the solution to your problem, you can visit the MakeWebBetter Forums with your question.

螢幕截圖

  • Authorization-form
  • Dashboard
  • Edit-feed
  • Feed-list
  • Getting Started
  • Overview
  • Plugin-log
  • Plugin-settings
  • Successful-auth

安裝

Automatic installation

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser. To do an automatic install of the plugin, log in to your WordPress dashboard, navigate to the Plugins menu, and click Add New.

In the search field type “MWB CF7 Integration with Insightly” and click Search Plugins. Once you’ve found our MWB CF7 Integration with Insightly plugin you can view details about it such as the point release, rating, and description. Most importantly, of course, you can install it by simply clicking “Install Now”.

Manual installation

The manual installation method involves downloading our MWB CF7 Integration with Insightly and uploading it to your webserver via your favorite FTP application. The WordPress codex contains instructions on how to do this here.

Updating

Automatic updates should work like a charm; as always though, ensure you backup your site just in case.

常見問題

How will CF7 Integration with Insightly plugin help me?

This plugin will help in sending all the data like form submissions entries over Insightly CRM as per the modules of Insightly. This can help in creating contacts, leads, tasks over Insightly.

Can we schedule the deletion of logs?

Yes, you can. To schedule the deletion, go to Settings >> Delete Logs After N Days, enter the number of days, and click on Save.

After how many days can we delete the logs? Is there any time limit?

The minimum number of days should be seven and after that, you can set your limit.

What If we need the logs data on other devices for further study?

In this case, you can simply download the logs. Go to the Logs tab and click on the Download button located in the upper right corner.

Can we also delete the CF7 Integration with Insightly Plugin data?

Yes, you can delete the plugin data. To enable this feature, go to Setting, click on the Plugin Data toggle, and click on Save.

Is it possible to upload attachments in CF7 Integration with Insightly easily?

Yes, you can upload attachments to Insightly.

My question is not listed?

Please visit the MakeWebBetter knowledge base for more detailed Documentation and support

評價

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貢獻者及開發者

“MWB CF7 Integration with Insightly, Email Notification,Insightly Modules,Delete Logs,submissions As Per Feeds” 是一個開源的軟體。以下的人對這個外掛作出了貢獻。

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修改日誌

1.0.1 – Released on 30 September 2021

  • Improved performance
  • Bug fixes and Enhancements
  • Compatibility with latest WP version 5.8.1
  • Compatible with Pro version

1.0.0 – Released on 01 September2021

  • First version