How to integrate Jotform with Insightly CRM?

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    JUANBOCANEGRA
    Asked on August 23, 2018 at 05:31 PM

    I want to work on Jotform surveys for my clients and link them to my Insightly CRM ...

     

    How can I achieve it?

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    Jed_C
    Answered on August 23, 2018 at 07:15 PM

    Yes, it's possible to integrate your Jotform survey form with your Insightly CRM account. Please check this guide on how to https://www.jotform.com/help/380-How-to-Integrate-your-form-with-Insightly-CRM.

    Let us know if you have any questions or if you need further assistance. 

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    JUANBOCANEGRA
    Answered on August 24, 2018 at 09:43 AM
    Hello
    the example that I see in what they send me is clear when it is going to
    integrate information of a contact, but I need to know is how the surveys
    are handled and what is the best way to work with my crm.
    *Juan Pablo Bocanegra S.*
    Jefe TI • ezGo
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    Tel. 7470252 Ext. 3010 • 3133207381
    Bogotá • Colombia
    www.ezgosa.com
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    2018-08-23 18:15 GMT-05:00 Jotform :
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    BDAVID
    Answered on August 24, 2018 at 11:32 AM

    The submission data is store in our servers, and you can access it through your account as shown on this guide: https://www.jotform.com/help/269-How-to-View-Form-Submissions 

    Also, when integrated to Insightly CRM, the data that is passed to your CRM is the one yo have mapped with your Insightly fields:

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    I would suggest you to make a real submission in order to see how it works.