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streamlineintlAsked on January 11, 2017 at 11:01 PM
Hi! I've been trying to integrate with Insightly. I successfully authenticated the API Key then selected Lead. However, when I came to the Field part, there are no selections available to click so I can't complete the integration.
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BJoannaReplied on January 12, 2017 at 3:50 AM
Based on screenshot you provided it seems that you were not logged into your account or your form does not have any fields.
I have checked forms on your account and I found one blank form http://www.jotform.co/form/70108458248862
Please make sure that you are logged into your account and that you are integrating correct form with Insightly.
Inside of this guide you can find how to do it:
https://www.jotform.com/help/380-How-to-Integrate-your-form-with-Insightly-CRM
Hope this will help. Let us know if you need further assistance.
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AnnieReplied on January 13, 2017 at 8:43 AM
Don't know what to recommend in this case, but I can only advise you this two good apps for Insightly - https://play.google.com/store/apps/details?id=com.magneticonemobile.phone2crm.insightly&hl=en and https://play.google.com/store/apps/details?id=com.magneticonemobile.businesscardreader.insightlycrm&hl=en