How to integrate Jotform with Insightly CRM?

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    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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    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

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

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    Answered on August 24, 2018 at 09:43 AM
    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
    Carrera 5 No. 67-12 •
    Tel. 7470252 Ext. 3010 • 3133207381
    Bogotá • Colombia
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    2018-08-23 18:15 GMT-05:00 Jotform :
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    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: 

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


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