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Integration of Insightly and Caldera Forms

开发者 zetamatic
pitabas106
kavitapatar
更新时间 2021年2月20日 13:35
PHP版本: 5.6 及以上
WordPress版本: 5.6.1
版权: GPLv2 or later
版权网址: 版权信息

标签

Insightly Insightly integration caldera Insightly addons caldera Insightly connector caldera Insightly

下载

1.0.0

详情介绍:

The Integration of Insightly and Caldera Forms plugin lets you add a new Insightly Processor to Caldera form. It automatically syncs data from your Caldera form to your Insightly CRM when the form is submitted.

安装:

  1. Login to your WordPress dashboard and navigate to Plugins > Add New
  2. Search for "Integration of Insightly and Caldera Forms".
  3. Click install.
  4. Click activate.

屏幕截图:

  • Create First Name, Last Name and Email fields in the Caldera Forms plugin and then click on Save Form
  • After creating the form, Goto Processors and Choose the Insightly Integration Processor
  • Enter the Insightly API key and API URL and choose the correct variables for the first name, last name and email fields and then click on Save Form button
  • Use the Preview Button to Preview the form and fill the form
  • After submitting the form, You can check the data in the Insightly's Contacts page

更新日志:

Version 1.0.0 *Initial public release.