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

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
Jonathan

Jotform Support

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