- haugAsked on June 28, 2016 at 12:06 PM
I followed the instructions above and it works like a charm. But now I'd like to modify the matching of the fields. How do I do that. If I click on "integrations" I am asked to enter my api again and go through the whole process again...
This is a re-post of a comment on How to Integrate your form with Insightly CRM
- victorAnswered on June 28, 2016 at 12:42 PM
You can edit the configuration of the integration by pressing the EDIT INTEGRATION button in the INSIGHTLY CRM wizard
Here you can add or edit the fields to match. Once completed just press COMPLETE INTEGRATION to save the changes.