I would like to use my website form to bring leads to insightly.

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    Jake Peterson
    Asked on April 12, 2020 at 06:37 PM

    I would like to use my website form to bring leads to insightly. Please advise. I do not want to use the sightly form option.



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

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    ashwin_d
    Answered on April 13, 2020 at 02:49 AM

    I am not sure if I have understood your statement "I do not want to use the sightly form option.".

    Please note that if you want to send the leads to Insightly CRM, you need to integrate your form with Insightly CRM. The following guide should help you how to integrate form with Insightly CRM.


    Do you mean to say that you do not want to use the built-in integration but still want the data to be sent to Insightly CRM? Yes it is possible by taking advantage of Zapier integration which integrate with Insightly. Please take a look at the following zap: https://zapier.com/apps/jotform/integrations/insightly 

    Hope this helps.

    Do get back to us if you have any questions.