WordPress How to integrate Multi Step Form with InsightlyDecember 22, 2018
WordPress is a free and open-source content management system based on PHP and MySQL
Insightly is the preferred CRM platform for businesses of all sizes. CRM for lifelong customer relationships
Miraget offers you a convenient and easy way to integrate WordPress and Insightly with no coding.
To integrate your “Multi Step Form” data captured in your WordPress website, with Insightly, do the following:
Download the plugin WordPress Miraget Connector from the list of available Extends or modules, for this go to WordPress Extends or modules then search for Miraget Connector
Install and activate the plugin and click on Configure .
Then follow the steps below :
- In the Specific Settings Box, within source input type and select “Multi Step Form” extends or plugin.
- Select the tables to sync.
- Select Insightly in System Target
- Fill all the input field with your Insightly credentials
- Click to submit form
Your feed will start working within few minutes in real time.
If you require a custom integration, please get in touch with us to discuss your mapping rules, so we can implement them and create a unique ingestion feed for your website.
With Miraget you can integrate WordPress with Insightly in a number of ways. If you need to load data in one direction, you can use Miraget plugin. For loading data in both directions, Miraget offers powerful data synchronization services.
Let’s get you started