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RiyazHRAsked on May 16, 2017 at 10:33 AM
if any form integrated with insightly CRM then how can i get notification from insightly to email for that???
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HelenReplied on May 16, 2017 at 11:41 AM
Hello,
Thank you for contacting us.
We have an integration with Insightly CRM on JotForm. 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.
I hope it helps. If you have any questions or issue, please do not hesitate to contact us.