User Guide

How to Integrate your form with Insightly CRM

Last Update: April 22, 2017

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. In the form builder, click Settings > Integrations > CRM then select Insightly


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



3. Select the list you want to add contacts to, then match your form fields to your Insightly list fields:


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


5. 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.  

 

7 Comments...

  • haug

    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

  • Billbully

    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!

  • theriotagency

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

    Need help! thanks.

  • stnstn

    Can jotform also create task in Insightyly at the same time??

  • streamlineintl

    I've done the above but when I tried testing the form on my facebook page this is the error I received:
    Oops!
    Insightly Integration Error!
    API User does not have access to Lead.

  • PhotoBuzzStudios

    I have a form with several fields, but I can only match up to 3. It's important that all the info entered into the form lands in Insightly. Is there a way to transmit all the fields?

  • nancwinn

    I integrated Insightly and chose the "Project" option when asked to Choose a List. However when I filled out and submitted the form I received an error message: Insightly Integration Error! apiProject Required property 'PROJECT _NAME'not found in JSON. Path", line 1, position 24

    I then removed the integration, cleared my browser's cache, generated a new Insightly API key, and re-added the integration.

    However, I received the same error message again. Except the last name indicated "...position 57" and not 24 (first error message)

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