CF7 Integration With Insightly | MakeWebBetter



Contact Kind 7 Integration with Insightly syncs the CF7 kind submission information along with your Insightly account. It creates a document for every distinctive submission and allows you to assign objects to those customers. Let’s check out its wonderful options:
Add Attachments to Insightly: You’ll be able to create Contact Kind 7 that helps attachments uploads and switch (sync) these hooked up information over to Insightly.
Add Lead Supply And Standing: You’ll be able to decide the origin of the created leads and add statuses to them. It would allow you to filter your leads in line with their supply and standing in Insightly.
Manually Sync Information: Select this feature to show off the automated syncing of kind submission information. Then, you may manually sync the shape submissions information from the submission menu.
Assign Proprietor to Lead, Alternative, Activity, & Venture: You’ll be able to affiliate accountable customers to steer, alternative, duties, and initiatives over Insightly.
Add Notes to Insightly Objects: You’ll be able to add notes to Insightly data for marking essential info or any reference.
Add Tags to Insightly Objects: You’ll be able to add tags to Insightly objects to behave as labels so as to add extra info and make the document segmentation simpler.
Assign Classes to Alternative, Activity, & Venture: Classes are additionally used to label alternatives, duties, and initiatives.
Add Cellphone and Cellular Fields: You’ll be able to map cellphone and cell fields to gather extra information for contact data.