Insightly Integration: Why any field did not appear?

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    Arvin
    Asked on December 29, 2016 at 02:37 AM
    Why no fields is showing ?
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    candy
    Answered on December 29, 2016 at 02:50 AM

    Hello,

    Firstly, I have seen that you have a guest account. Let me suggest you have a Free JotForm account as you can find the following link: www.jotform.com/signup

    Related to your question, I have checked your form and I have seen that you do not have any fields in your form. This is the reason you do not have any field in your integration configuration.

    Please add fields into your form that you have preferred to save in Insightly account such as "Full Name" as you can see the screenshot below:

    Please check the following guide for further detailed information related to how to create a form: https://www.jotform.com/help/2-How-to-create-your-first-web-form 

    After you can set your Insightly Integration to your form and you will see the all the fields in the configuration of the integration as you can see the following screenshot:

    Please check the following guide for further detailed information related to how to integrate your form with Insightly: https://www.jotform.com/help/380-How-to-Integrate-your-form-with-Insightly-CRM 

    If you need further clarification, let us know.

    Thanks.