I would like to know if my form can not only create a new contact recor

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    icanfl
    Asked on October 18, 2018 at 02:55 AM

    I would like to know if my form can not only create a new contact record but match, say, based on name or another custom field, and update an existing Insightly contact record. Is this possible?



    This is a re-post of a comment on How to Integrate your form with Insightly CRM

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    nelly
    Answered on October 18, 2018 at 04:46 AM

    Hi,

    If I understood correctly, you want to update your contact record. Unfortunately, if you edit your submission, the new contact record will be created. But, you can edit your contact records on the Insightly. 

    To do that you can follow these steps:

    1) Go to the Contacts page.

    2) Click Preferences1539852205Screen Shot 2018-10-18 at 11.4

    3) Click Edit This Contact

    1539852290Screen Shot 2018-10-18 at 11.4


    Thus, you can update your contacts. 

    Let us know if you need further assistance.