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

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
Nur Karabağ

Jotform Developer

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 Preferences

3) Click Edit This Contact

Thus, you can update your contacts.

Let us know if you need further assistance.