- ColorwheelMilwaukeeAsked on December 11, 2017 at 04:32 PM
hello i noticed using the API from Insightly allows for some integration. How is this meant to work? In my case, I have projects in Insightly that I'd like my form to link back to.... a form for each customer/project. Thanks!
- JotForm SupportKevin_GAnswered on December 11, 2017 at 06:08 PM
When you're integrating your form with Insightly you will have to chose a list from your Insightly account, then you will need to map the fields from your form to the fields on your list, please make sure you're mapping the same field types, otherwise the integration may not work.
For more details, please check this guide: https://www.jotform.com/help/380-How-to-Integrate-your-form-with-Insightly-CRM
If you have questions, let us know.