How to Integrate your form with Insightly CRM

Last Update: July 8, 2016

Insightly is a premier, easy to use service for project management and CRM. 



With the JotForm to Insightly integration, you will be able to manage leads and contacts with more efficiency. This will help you work easily with organizations, partners, suppliers and vendors. 

Connecting your form to Insightly is pretty easy. 

1. Click on Integrations on the JotForm Builder Toolbar:


2. In the search box, type "Insightly", then click on the Insightly CRM button to set up the Integration:


3. Paste in your Insightly API Key and click on "Authenticate": 


4. Select the list you want to add contacts to, then scroll down and match your form fields to your Insightly list fields:


5. Click on "Complete Integration" to save and exit the Integration wizard:


6. Your Integration is ready. Your new contacts/information will be sent to Insightly CRM  every time your form is submitted:



Got any questions? Need help setting up your integration? Go ahead and ask your question below.  

 


3 Comments...


   
haug (June 28, 2016 at 11:14 AM)

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...

Christoph

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Billbully (July 11, 2016 at 07:51 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!

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theriotagency (July 20, 2016 at 06:35 PM)

I entered the API key to include Insightly, however it is not passing the fields over for me to select.

Need help! thanks.

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