
Eric Greenspan - Chief Clever Officer at 74systems.com
- Member since
- Total activity 498
- Last activity
-
Eric Greenspan - Chief Clever Officer at 74systems.com commented, Hi Jay, Use a Zapier Webhook and this endpoint: https://api.insightly.com/v3.1/Projects/PROJECT_ID/links Eric GreenspanChief Clever Officer74Systems.com Disclaimer: While I'm not a direct employe...
- View comment
- 0 votes
-
Eric Greenspan - Chief Clever Officer at 74systems.com commented, -
Eric Greenspan - Chief Clever Officer at 74systems.com created a post, Projects Pipelines and Stages Cannot Be Updated in Either 3.0 or 3.1
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...
- 2 followers
- 1 comment
- 0 votes
-
Eric Greenspan - Chief Clever Officer at 74systems.com commented, -
Eric Greenspan - Chief Clever Officer at 74systems.com commented, 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...
- View comment
- 0 votes
-
Eric Greenspan - Chief Clever Officer at 74systems.com commented, 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...
- View comment
- 1 vote
-
Eric Greenspan - Chief Clever Officer at 74systems.com commented, 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 ...
- View comment
- 0 votes
-
Eric Greenspan - Chief Clever Officer at 74systems.com commented, 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 ...
- View comment
- 1 vote
-
Eric Greenspan - Chief Clever Officer at 74systems.com commented, Hey Melissa! Just checking...are they referencing Activities i.e. Tasks there or is it the stage change?
- View comment
- 1 vote
-
Eric Greenspan - Chief Clever Officer at 74systems.com commented, 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...
- View comment
- 1 vote