Fill out a form and be able to link it to Insightly

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    Josee Lebel
    Asked on February 10, 2019 at 01:46 PM

    I would like to be able to fill out a form in Google Forms and be able to link it to an existing project or organization in Insightly. Specific example - when I go do a client visit, I want to collect information to be able to put it in a form (type of Boiler preference, date of original install, issues, etc.).

    Thanks in advance,

    Josée



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

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    jonathan
    Answered on February 10, 2019 at 03:46 PM

    I recommend creating an account first. You can sign up using your email account here https://www.jotform.com/signup

    You can integrate your created form to Insightly CRM.

    How to Integrate your form with Insightly CRM