What is the best field to use in jotform that can be matched up to 'tag

Laura_KAST
Asked on April 26, 2021 at 07:55 PM

What is the best field to use in jotform that can be matched up to 'tag' the contact in Insightly?

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

Jotform Support

Answered on April 27, 2021 at 06:37 AM

Hello,
Thank you for reaching out.

It depends on what you would like to do.
If you want a "freeform" style of tag, you can put a short text field, and the user will have to enter their tags like this: tag1,tag2,tag3 as putting a space adds a _ on the tag field in Insightly.

If you already have a defined set of tags, you can choose the Multiple Choice field.

Hope this helps.
Do not hesitate to reach out if you need further assistance.