Help with insightly

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    Peachstone
    Asked on November 13, 2017 at 09:05 PM

    I see that you can fill out a form and send the info to insightly...but how can you lookup opportunities that already exist in insightly. I want to be able to choose that opportunity and all the necessary fields auto populate 

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    Chriistian
    Answered on November 14, 2017 at 03:13 AM

    Unfortunately, the feature you are describing is not available in Insightly Integration. The Insightly integration allows you to send the contacts or information to Insightly CRM when your form is submitted. However, there an alternative way to auto-populate your form. You can try these guides to see if this could help: 

    How to Use the Spreadsheet to Form Widget

    Prepopulating Fields to Your JotForm via URL Parameters


    If you have further questions or need further assistance, please let us know.