This project is not covered by Drupal’s security advisory policy.

This module enables the integration of insightly CRM with all forms. It creates a new contact for each form entry and adds a lead for every subsequent entry of the contact.

This is performed by mapping the form 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 forms can be added to the configuration.

Features

  1. Integrates unlimited forms with insightly
  2. Integrates unlimited fields for the forms
  3. Enables mapping of custom fields with insightly
  4. A new contact and lead is created if the email id has not been registered before. If the contact exists, a new lead will be added to the contact.

Note:This is an alternative for Webform Insightly in Drupal 8.

Supporting organizations: 
Zyxware Technologies
Built the Module.

Project information

  • Project categories: Integrations
  • Created by zyxware on , updated
  • shield alertThis project is not covered by the security advisory policy.
    Use at your own risk! It may have publicly disclosed vulnerabilities.

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