Easy Forms + Insightly CRM

Close more deals in less time. Captures leads and contacts from your website.

Captures leads and contacts from your website and sends customer data to Insightly; helping you develop and keep healthy relationships with your newest visitors.
 

And receive 1 year of FREE updates and support.

Main Features

Smooth Automation

Send customer submitted data from your forms directly into your CRM account.

Map Insightly Fields

Easily map your Easy Forms fields to your Insighly custom fields and Gain more information about your customers.

Build Better Relationships

Full support for all modules: Contacts, leads, organizations, opportunities, projects and tasks

Conditional Logic

Control opt-in and only add data when a certain condition is met.

See this add-on
in action

And receive 1 year of FREE updates and support.

Frequently asked questions

Easy Forms captures leads and contacts from your website and sends customer data to Insightly; helping you develop and keep healthy relationships with your newest visitors. You only need to match your form fields to the corresponding fields in Insightly module (contacts, leads, oportunities, projects, etc.).

Using Easy Forms & Insightly, you can:

  • Capture leads, contacts and more customer data
  • Increase your conversion rates
  • Gain more information about your visitor and use that data to deliver highly optimized product and services.
  • Choose which users will be added to your CRM, and which ones don’t.
  • And much more!

Of course! You can integrate one or multiple Insightly accounts with your existing forms you already created.

No, there isn’t. Just the Insightly cost.

Immediately after you make the payment for the purchase of this add-on, we will send you an email with the link to download the files.

Yes, we send update notification emails to the customers who have previously purchased the add-on, allowing them to download the updated files for free.

For the purchase of this add-on, you will receive one year of FREE updates and support.

This add-on requires both, Easy Forms and an Insightly account.