Wordpress CRM Integration

Connecting Wordpress to your CRM easily and effectively

  • Salesforce
  • Zoho CRM
  • Insightly
  • Capsule
  • About

December 19, 2017 by Stuart Sequeira

Insightly Account Data Display in WordPress

Ninja Forms‘ Insightly extension enables you to add custom fields to your forms and assign owners to many of your entries.  To do this, however, you do need to know your custom field names and user IDs.  While it’s easy enough to look up in Insightly, I thought I could make it easier for you.

The end result is a new Advanced Command called ‘display_account_data’, which displays your Insightly information for form building inside your WordPress dashboard.

How it works:

When you save this command in the Advanced Commands text box , you’ll now see two new settings displayed:

  1. A list of all your Custom Fields listed in a comma separated file
  2. All your Insightly users listed by name and User ID

Here’s what the dashboard looks like with the command and the listed data.

Screen shot showing Ninja Forms' new Display Account Data function

 

If you have any questions about this new feature, feel free to contact me; I look forward to hearing from you.

 

Filed Under: Insightly Tagged With: Advanced Commands

About Stuart Sequeira

Stuart is the author of several CRM integration plugins for Wordpress using Ninja Forms. He also writes custom integrations that cater to the unique sales and marketing needs of his clients.

Recent Posts

  • Using a Test Environment in Salesforce
  • Autoresponders for Salesforce
  • Connecting to Zoho’s EU Endpoint
  • Adding Attachments to Custom Salesforce Objects
  • WordPress to Salesforce Status Message

Maintained By:

Stuart is the author of several CRM integration plugins for Wordpress using Ninja Forms. He also writes custom integrations that cater to the unique sales and marketing needs of his clients.

Copyright © 2023 · Generate Pro Theme on Genesis Framework · WordPress · Log in