How do I integrate Insightly with JotForm?

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    texasmetaltanks
    Asked on March 24, 2017 at 01:48 PM

    I went to the apps page, clicked Insightly, but when I clicked "Get Now" at the top right, it just redirects me to my JotForm home screen and I am not able to connect the two. Doesn't prompt me to input any API's or anything.

    Can you help me connect the two?

    Thanks

  • Profile Image
    John_Benson
    Answered on March 24, 2017 at 05:06 PM

    Yes, we can help you integrate your form to Insightly. Here's how:

    1. Login to your account and go to the Settings page.
    2. Select the Integrations tab.
    3. Search for Insightly and click the Insightly button. After that, just follow the instruction and fill up the information needed.

    Hope that helps. If you have questions, please contact us again.

    Thank you.

  • Profile Image
    texasmetaltanks
    Answered on March 28, 2017 at 01:45 PM
    Hi, I went to the settings page and there isn’t an integration tab available. Please help. I will provide screenshots of my click path and show you what I’m dealing with. Hopefully that will help...

    Here is my settings page with no “Integrations” tab:

    I tried going to the “Plugins” tab at the top, clicked “apps” and then found Insightly:

    I clicked “Get Now” but it just brought me here:

    There was nowhere to follow any instructions or input any API information or anything like that.

    Is there another way we can do this? I’m available at 512-799-1724 if you can give me a call to figure this out.

    Thanks!

    ...
  • Profile Image
    John_Benson
    Answered on March 28, 2017 at 03:21 PM

    Hello, the screenshot you're trying to share is not showing properly. Please follow this guide on: How-to-add-screenshots-images-to-questions-to-the-support-forum.

    I checked your account and I can see that the you have integrate the Insightly successfully. See image below:

    Image #1: Login to you account and open your form.

    1. Go to the Settings page.
    2. Click the Integrations tab.
    3. Search for Insightly in the search bar.

    Image #2:

    Keep in mind that I am using the new form builder V4. Unfortunately, we don't have a phone support. However, our forum supporters are working 24/7 and ready to assist you in a timely manner.

    Hope that helps. If you have questions, please contact us again.