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

  • Josee Lebel
    Asked on February 10, 2019 at 1:46 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,


  • jonathan
    Replied on February 10, 2019 at 3:46 PM

    I recommend creating an account first. You can sign up using your email account here

    You can integrate your created form to Insightly CRM.

    How to Integrate your form with Insightly CRM