I have a client who wants to create new Insightly leads rather than new contacts. Is this a potential upgrade to this module as an option in the configuration? Insightly offers HTML form code for both Web to Lead and Web to Contact. Is there an easy workaround to the existing code to change the contact reference to a lead reference?

Comments

poja created an issue.

vimaljoseph’s picture

vimaljoseph commented

I think the correct workflow for webform_insightly would be to create leads instead of opportunities. A contact should definitely be created, though. I recommend starting a new branch 2.x with this modification. Most people want to create leads instead of opportunities in Insightly. It would be also good if we can (optionally) map a file upload field in webform to attach a file to the lead created.

The workflow would be

1) Create a webform and map its field to the corresponding fields in a lead form created in Insightly.
2) When someone submits the webfrom, the system checks whether the email id provided already exists as a contact in Insightly.
3) If the email id already exists in Insightly, a lead will be created against that contact. If the email id is not there a contact will be created in Insightly and add the lead against the newly created contact.

binnythomas’s picture

binnythomas commented

Good suggestion Vimal. We are proceeding to work on modifying the module to generate leads instead of opportunities.