- janiekimballAsked on October 10, 2017 at 02:38 PM
One of my forms on my website include an uploaded file. So the user will enter their name, email address and upload a file (of a specific design they have created). Can this uploaded file be integrated into Insightly or is the integration restricted to entered fields.
This is a re-post of a comment on How to Integrate your form with Insightly CRM
- JotForm SupportTREVONAnswered on October 10, 2017 at 03:35 PM
This is possible by adding custom fields which you can link to the fields you want to integrate with.
Hers is one example of a form integration done with insightly.