Insightly CRM: Integrate Jotform when customer contacts us

  • Profile Image
    Heramben
    Asked on July 26, 2017 at 05:03 AM

    Dear Jotform Team,

    I would like to create a jotform based on what customers enters on the website and this is eventually integrated to Insighly.

     

    So basically Customer goes on my website for Enquiry with pre defined set of questions. Once filled in, it creates a Jot form which them connected to Insighly to create an Opportunity there

     

    Regards

    Roudy

  • Profile Image
    Mike
    Answered on July 26, 2017 at 07:18 AM

    Thank you for contacting us.

    It should be possible with our Insightly integration. Please follow the next guide to find out how to enable it on your form.

    How to Integrate your form with Insightly CRM

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