integration with Insightly with two different jotforms

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    Asked on March 21, 2017 at 03:54 PM

    I have two different jotforms integrated to Insightly. They are both linked to the LEADS.

    1) Start Now

    2) Send Me Info

    When someone submits the "Send Me Info", it makes a check mark in the box for "Accept Financial Responsibility".  The "Send Me Info" does not have this option to click.

    The only way I can differentiate the jotforms in Insightly is by this check mark.

    How do I fix the integration so that when someone submits the "Send Me Info" form, that it will not have a check mark in Insightly.

    Thank you.

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    Answered on March 21, 2017 at 06:36 PM

    I think you were referring to a settings/configuration that can be modified within Insightly dashboard only.

    I cannot find the option "Accept Financial Responsibility" on either of the form that uses Insightly integration.

    Please review the support page for Leads in Insightly also. Perhaps you will be able to identify the reason why there is such check mark.

    Let us know how it goes.