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laurelburchstudiosAsked on May 12, 2017 at 9:28 AM
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Kiran Support Team LeadReplied on May 12, 2017 at 10:46 AM
You may integrate Insightly CRM by following the steps in the guide below:
https://www.jotform.com/help/380-How-to-Integrate-your-form-with-Insightly-CRM
The email notifications will be sent automatically from the form normally. If you want to send the notifications to be sent from Insightly, you may be required to set some settings from Insightly. Unfortunately, we do not control the settings from the integrated CRM. We request you to check with the Insightly support team in this regard.
Let us know if you are referring something different. We will be happy to assist.