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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.

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    Using the JotForm to Insightly integration

    Asked by T1Academy on July 02, 2017 at 11:10 PM

    I am using the JotForm integration with insightly software to bring in sales leads. However, the Lead Owner and User Responsible are set to me. How do I change the name being loaded here?

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    JotForm Support

    Answered by Chriistian on July 03, 2017 at 02:01 AM

    Thank you for contacting us.

    I'm afraid that there is no option in the Insightly Integration in the Form Builder to change the Lead Owner and the User Responsible. But here are some links I have searched on how to edit those details on Insightly account. Please see this links below:

    https://support.insight.ly/hc/en-us/articles/204248660-Changing-a-responsible-user-for-multiple-leads-opportunities-or-projects

    https://support.insight.ly/hc/en-us/articles/204603510-Creating-and-managing-leads

    https://support.insight.ly/hc/en-us/articles/204061094-Updating-many-records-at-once-using-bulk-editing

    Hope this helps.
    Regards.