Insightly CRM Integration: Opportunity Name is no longer forwarding to Insightly

  • magicbound
    Asked on June 8, 2017 at 6:57 PM

    All the fields are integrating except for the "Opportunity Name" in JotFrom over to the "Opportunity" in Insightly.  It just says "no name".  This was working a few weeks ago, but I noticed that it was not functioning correctly.  Rebuilt the integration, but it's not working. 

  • Mike
    Replied on June 8, 2017 at 8:30 PM

    There might be something wrong with the Opportunity form field. I am not sure what is the issue here, but adding a new Opportunity field solved the issue on my test form.

    Insightly CRM Integration: Opportunity Name is no longer forwarding to Insightly Image 1 Screenshot 20

    Please add a new field and map it in your integration.

    If you need any further assistance, please let us know.