Eric Greenspan - Chief Clever Officer at 74systems.com

Member since March 09, 2016 06:18
Total activity 494
Last activity June 12, 2020 19:26

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Eric Greenspan - Chief Clever Officer at 74systems.com commented, June 10, 2020 21:37
This issue remains open and thank you Jose, you saved the day for me!!
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Eric Greenspan - Chief Clever Officer at 74systems.com created a post, June 10, 2020 20:57
Projects Pipelines and Stages Cannot Be Updated in Either 3.0 or 3.1
1. Community
2. Insightly API
Hey all, 3.1 does not work at all with the PipelineStages endpoint to update the stage, activity set, activities, etc. I've tried with Zapier Webhooks and Postman. It just passes the data and does...
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Eric Greenspan - Chief Clever Officer at 74systems.com commented, May 06, 2020 18:29
It’s what I do so if you need a hand. 74systems.com
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Eric Greenspan - Chief Clever Officer at 74systems.com commented, May 06, 2020 17:27
Would make sense indeed. I will try to look into it further for you. In the meantime, I'm sure you can do this with a Zap or my favorite Piesync. Eric GreenspanChief Clever Officer74Systems.com Dis...
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Eric Greenspan - Chief Clever Officer at 74systems.com commented, May 06, 2020 16:08
Joaquin Have you tried a CSV export? Then import to MC? Eric Greenspan Chief Clever Officer 74Systems.com Disclaimer: While I'm not a direct employee of Insightly, I am a member of their Hero pr...
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Eric Greenspan - Chief Clever Officer at 74systems.com commented, March 13, 2020 22:17
Julie It’s in your User Settings (not System Settings). Just copy and paste for the insightly Zap. You’ll need to convert it to Base64 and put Authorization and “Basic base64api#” in the pairs at ...
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Eric Greenspan - Chief Clever Officer at 74systems.com commented, March 04, 2020 16:58
That would be great. But I think it is only Tasks and maybe Events. In the Opp object I think this works however. At least you can get it in a report. I just tested the stage change on lead and it ...
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Eric Greenspan - Chief Clever Officer at 74systems.com commented, March 04, 2020 16:50
Hey Melissa! Just checking...are they referencing Activities i.e. Tasks there or is it the stage change?
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Eric Greenspan - Chief Clever Officer at 74systems.com commented, March 04, 2020 16:48
Katherine After writing this it came to me that perhaps use Lead to Opportunity rather than Suspect and Lead in the Lead phase. You may find the solution you seek there. Also, Insightly Marketing u...
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Eric Greenspan - Chief Clever Officer at 74systems.com commented, March 04, 2020 16:45
I should add that I believe the Opportunity object does have more information and can provide a report.
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