Eric Greenspan - Chief Clever Officer at 74systems.com
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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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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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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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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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Hey Melissa! Just checking...are they referencing Activities i.e. Tasks there or is it the stage change?
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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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I should add that I believe the Opportunity object does have more information and can provide a report.
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Hi Katherine I'm pretty sure that is not data that is kept however you could easily write a Zap or perhaps even use Workflow Automation alone to update a custom field with date/time stamp. I do thi...
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