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Insightly CRM: Ability to add both project and contact at the same time.Asked by Billbully on July 11, 2016 at 08:22 PM
This is exciting that we are getting this integration! However, my form creates both a project and a contact at the same time. Therefore, I would like to seethe ability to add both a project and a contact and not have it set up as an either or. Thanks!
This is a re-post of a comment on How to Integrate your form with Insightly CRM
Thank you for your feedback. :) As of this time, it is only possible to setup either of the two. However, I have sent a feature request on your behalf for the ability to add both a project and a contact at the same time. We cannot provide an estimated time frame for when this may be implemented, but we will let you know on this thread once we have any updates. Cheers.