How to prevent duplicated contact in Insightly integration

  • ashevilledogco
    Asked on October 03, 2016 08:42 PM
    it seems that each time we have a person fill out  new form, as we have several forms we need filled out by each client, it creates a new contact in insightly for them so we are getting duplicate and triplicate contacts.
  • Jonathan JotForm Support
    Replied on October 03, 2016 08:45 PM

    You will need to configure the Duplicate Checks detection in your Insightly account settings.

    Check the guide in Insightly here:

    Let us know if this did not resolve the issue for you.