How to Integrate your form with Insightly CRM

February 25, 2020

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.  

 
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