Ninja Forms Insightly CRM is a dedicated WordPress integration that bridge the gap between your website forms and your customer relationship management software. This extension automates the transfer of user-submitted data into your CRM database. By removing manual data entry, the plugin ensures that every lead captured on your site is immediately actionable within your sales pipeline.
WPExclusive members get access to Insightly CRM as part of a full plugin and theme library — plans from $9.99/month. See the full Ninja Forms collection →
What Is Ninja Forms Insightly CRM?
Ninja Forms Insightly CRM is developed by Ninja Forms and is a forms plugin for WordPress. It belongs to the forms category on WPExclusive, alongside other tools for data collection and lead generation. This specific extension creates a direct link between your WordPress installation and your Insightly account using a secure API connection.
The plugin solves the problem of disconnected data silos by ensuring customer information flows instantly from a web form to the sales team. It is designed for businesses that rely on Insightly to track relationships, monitor sales pipelines, and manage project tasks through a centralized interface.
Ninja Forms Insightly CRM Features
The feature set is built around flexible data mapping and comprehensive module support within the Insightly ecosystem.
Lead and Contact Management
Insightly CRM enables you to send customer submitted data directly into your CRM account to create new Contacts or Leads. You can automatically populate these records with standard information or map them to Organizations within your database. This ensures that every entry in your WordPress forms results in a clean, categorized record in your CRM.
Support for Optional Modules
Beyond basic contact creation, the plugin supports various secondary modules such as Opportunities, Projects, and Tasks. You have the ability to attach these modules to a newly created person, allowing for more complex workflows like setting follow-up reminders. Each module includes multiple fields to fully develop the context of a new lead or contact before the sales team even opens the record.
Advanced Field Mapping
The plugin provides a visual interface to map any WordPress form field to any field in your CRM account, including custom fields. By selecting the form field on the left and pairing it with the corresponding account field on the right, you control exactly how data is transmitted. If you create new custom fields in your CRM, a quick refresh in the WordPress dashboard pulls those new fields into the mapping selector immediately.
Pricing
Check current pricing on the Insightly CRM sales page — WPExclusive members access it as part of their plan.
| Plan | Price | Sites | Includes |
|---|---|---|---|
| WPExclusive Membership | From $9.99/month | Unlimited | Insightly CRM + full library |
For developers managing multiple sites, a WPExclusive membership covers Insightly CRM plus hundreds of other plugins and themes — usually less than one premium license.
Latest Version
The plugin receives regular updates to maintain compatibility with both the core form builder and the Insightly API. WPExclusive updates plugin files promptly after each release to ensure members have access to the most secure and functional versions of the extension.
How to Install
- Download the Insightly CRM .zip from your WPExclusive member account
- In WordPress: Plugins → Add New → Upload Plugin
- Select the .zip and click Install Now → Activate
- Retrieve your API Key from your Insightly account settings
- Paste the API Key into the Insightly Settings within your WordPress dashboard
Use Cases
Automating Lead Generation
Marketing teams can use the plugin to capture inbound inquiries via forms and route them immediately into the sales funnel as Leads. This reduces response time by placing the data where sales representatives already work, rather than leaving it in an email inbox.
Project Scoping and Task Assignment
Service-based businesses can use form submissions to trigger the creation of Projects or specific Tasks in the CRM. This is ideal for onboarding new clients or managing support requests that require project management oversight beyond a simple contact record.
Agencies and Developers Managing Multiple Client Sites
Professional developers can deploy this integration across various client websites to provide high-value automation. Using a WPExclusive membership allows agencies to offer premium CRM connectivity without the burden of individual subscription costs for every site they manage.
vs Alternatives
| Feature | Insightly CRM | Active Campaign Add-on | Gravity Forms Integration |
|---|---|---|---|
| Standard CRM Sync | ✅ Yes | ✅ Yes | ✅ Yes |
| Custom Field Mapping | ✅ Yes | ✅ Yes | ✅ Yes |
| Task/Project Creation | ✅ Yes | ❌ No | ✅ Yes |
| Available on WPExclusive | ✅ Yes | ✅ Yes | ✅ Yes |
Browse the full forms plugins on WPExclusive →
Pros and Cons
✅ Strengths
- Supports multiple CRM objects including Leads, Opportunities, and Tasks
- Simple API-based connection process requiring no custom coding
- Real-time syncing from WordPress dashboard to retrieve CRM custom fields
⚠️ Limitations
- Requires the core Ninja Forms plugin to be installed and active
- External API uptime depends entirely on the CRM provider’s service status
- Developer auto-updates require an active license key. WPExclusive publishes updates manually when new versions are released.
Is Ninja Forms Insightly CRM GPL Licensed?
Yes. Ninja Forms Insightly CRM is distributed under the GNU General Public License (GPL) — the same license that governs WordPress itself. GPL gives any user the legal right to use, study, share, and redistribute the software. This is the legal framework that makes WPExclusive’s membership model possible.
WPExclusive distributes 100% original, unmodified files — the same release the developer publishes. No injected code, no alterations, no security risks.
Get Ninja Forms Insightly CRM on WPExclusive
WPExclusive membership starts at $9.99/month, $87/year, or $149 lifetime — giving you Ninja Forms Insightly CRM plus every plugin and theme in the library, on unlimited sites.
Explore the full Ninja Forms collection → or browse all WordPress plugins →
Frequently Asked Questions
What does Ninja Forms Insightly CRM do?
Ninja Forms Insightly CRM is a forms extension that connects your website forms to your CRM account. Insightly CRM automates the creation of leads, contacts, and tasks directly from form submissions.
Is Ninja Forms Insightly CRM free?
The plugin is a premium extension. While the core form builder has a free version, this specific integration requires a paid license or a WPExclusive membership starting at $9.99/month.
What is the latest version of Ninja Forms Insightly CRM?
The plugin is actively maintained — WPExclusive members always receive the most current release.
How much does Ninja Forms Insightly CRM cost?
Retail pricing is managed by the vendor via individual licenses. Via WPExclusive, it is included in plans from $9.99/month.
Is it legal to use Ninja Forms Insightly CRM via WPExclusive?
The plugin is GPL licensed, which explicitly permits redistribution. WPExclusive provides original, unmodified files — fully within GPL terms.
What are the best alternatives to Ninja Forms Insightly CRM?
Popular alternatives include the Active Campaign or Gravity Forms integration add-ons. All are available on WPExclusive within the same membership.
