Woo Smart Insightly Integration

About WPSII Smart Insightly Integration

WPSII Smart Insightly Integration is the ultimate plugin to seamlessly connect your WordPress website with the most secure and latest Insightly CRM API. This powerful integration tool ensures that your WooCommerce data is always in sync with your Insightly CRM, providing a streamlined workflow and enhanced customer management capabilities.

Key Features:

• Secure and Latest Insightly CRM API: Enjoy the benefits of using the most secure and up-to-date Insightly CRM API, ensuring your data remains protected and compliant with the latest standards.

Comprehensive Settings:

• General Settings: Easily configure the plugin with user-friendly general settings to match your specific requirements.
• Synchronization Settings: Customize synchronization settings to control how and when your data is synced between WooCommerce and Insightly CRM.

Advanced Field Mapping:

• Insightly Fields and WordPress Fields Mapping: Effortlessly map fields between Insightly CRM and WordPress, ensuring accurate data transfer and consistency.
• CRUD Operations on Mapping Module: Perform Create, Read, Update, and Delete operations on the mapping module, giving you full control over your data relationships.
• Manual Synchronization: Manually sync WooCommerce Products, Customers, and Orders with Insightly CRM at your convenience. This feature allows you to update data on-demand, ensuring your CRM is always current.

Automatic Synchronization:

• Action Hooks: Automatically sync WooCommerce Products, Customers, and Orders using action hooks. This feature keeps your CRM data up-to-date in real-time, without any manual intervention.

Why Choose WPSII Smart Insightly Integration?

• Efficiency: Automate your data synchronization to save time and reduce errors.
• Security: Leverage the most secure API connections to keep your data safe.
• Flexibility: Customize your settings and mappings to suit your specific business needs.
• Control: Perform manual syncs when needed, or let the plugin handle it automatically.

Installation and Usage:

Install the Plugin: Upload the WPSII Smart Insightly Integration plugin to your WordPress site and activate it.

Configure General Settings: Navigate to the plugin settings and configure your Insightly CRM API credentials and other general settings.

Set Up Field Mapping: Use the field mapping module to align WooCommerce and Insightly CRM fields. Customize mappings as per your requirements.

Enable Synchronization: Configure synchronization settings for manual and automatic syncs. Enable action hooks for real-time data updates.

Start Syncing: Begin manual syncs from the plugin dashboard or let the plugin automatically sync data in the background.

Support and Updates: We are committed to providing excellent support and regular updates to keep the WPSII Smart Insightly Integration plugin performing at its best. Reach out to us for any queries, and we’ll be happy to assist you.

Take your WooCommerce and Insightly CRM integration to the next level with WPSII Smart Insightly Integration!