Tim Lang
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Tim Lang created a post, Zapier Integration: Find and Update
I've been trying to integrate my Eventbrite account with Insightly via Zapier. When someone registers for an event in Eventbrite, I'd like Insightly to search for their contact info and either crea...
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Tim Lang created a post, Exporting more fields to Mailchimp
When exporting to Mailchimp via the API, it looks like we can only export the contact's salutation, the first name, the last name, the email address and phone number. Is it possible to export other...
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Tim Lang created a post, Emailing to alternate email addresses
Some of my contacts will have multiple email addresses associated with them, so I've made a custom email field for their personal email address. Is there a way to send an email within Insightly to ...
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Tim Lang commented, Thanks for sending. That looks like it's for bulk edits, where the same value is to be applied to each record. I'm trying to figure out the easiest/quickest way to update multiple records with diff...
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Tim Lang created a post, AnsweredUpdating multiple records with different data
I keep in contact with different organizations, and these different organizations have standard roles. I'd like to be able to update a bunch of the organizations at once, without having to click in...
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