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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


  • Profile Image

    How do I integrate Insightly with JotForm?

    Asked by texasmetaltanks 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
    JotForm Support

    Answered by John_Benson 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

    Answered by texasmetaltanks 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
    JotForm Support

    Answered by John_Benson 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.