
Loxley McKenzie
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Loxley McKenzie commented, - Community
- Discussions and Best Practices
- How to capture Leads from a web form and send the data to Insightly CRM
Thank you Micah I am trialling Zapier next week. I can't wait to see how it works. Wishing you a great day. Loxley
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Loxley McKenzie commented, - Community
- Discussions and Best Practices
- How to capture Leads from a web form and send the data to Insightly CRM
Thanks, Melissa and Erin Indeed, I am looking to use my existing forms as I do not want to redo these on my website and they look better than the insight.ly versions, so I will check out Zapier. I...
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Loxley McKenzie created a post, AnsweredHow to capture Leads from a web form and send the data to Insightly CRM
I have just signed up for Insightly, after using Microsoft Dynamics for many years. Currently, when a person completes our web form, the submitted details would be sent directly to Microsoft Dynami...
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