Eric Greenspan - Chief Clever Officer at 74systems.com

1. Community
2. Insightly Partner Integrations
3. Integrations to schedule appointments

Hi all I use Acuity for me and most of my clients because it auto sets and manages Zoom meetings brilliantly and works great with insightly. New consultations are added as leads automagically via a...

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• Created December 06, 2017 17:30
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1. Community
2. Discussions and Best Practices
3. Auto convert Opportunity to Project using workflow

Dan, What do you recommend we do here? Are we expected to put something like "New Project - Rename Me" or is there another workaround you can recommend?

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• Created December 05, 2017 19:53
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. sending emails from within projects

Any movement on this? I sure would love to see this happen. Using projects is painful without being able to communicate directly to the contact a project is connected to. Any new tips with the new ...

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• Created November 03, 2017 00:32
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1. Community
2. Troubleshooting & Tips: CRM
3. linking contacts and Calendar from my iMac

James There is no way that I'm aware to link an iCloud calendar or iCloud contacts here. For that matter, there isn't of anything they connect to in the world of Cloud apps. Such is why most use Go...

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• Created July 25, 2017 19:47
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1. Community
2. Discussions and Best Practices
3. Campaigns in Leads

Hey Eric. I would use Mailchimp to do this. The email features in insightly can be very useful but marketing campaigns are better served with something more robust and dedicated. You can import exp...

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• Created July 24, 2017 18:19
• 1 vote

1. Community
2. Insightly API
3. Insightly API - SaaS App to push data into Customer's Insightly CRM

I do this with Zapier all day long. Check it out Gautam. If not enough, then David ^^ is the man for you!

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• Created July 20, 2017 20:38
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. linking contacts and Calendar from my iMac

Hey James, insightly imports Google Contacts really well. I'm a big Mac user and I also use G Suite. I use the Google Contacts on all my Apple devices. This allows my syncing, importing and access ...

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• Created July 20, 2017 20:34
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1. Community
2. Troubleshooting & Tips: CRM
3. Undo a smart merge

What a wonderful feature. Just saved my tush. Thanks team insightly!!!

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• Created July 20, 2017 20:26
• 2 votes

1. Community
2. Discussions and Best Practices
3. Completed Projects to Future Leads

Hey Kari What I do is merely add a new opportunity to the contact. I do this often and it works great as when they buy I again concert the opp to a new project.

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• Created July 17, 2017 16:39
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM
3. remove link between contact and organisation

Hi Alan Open the contact, scroll to the bottom of the about tab until you see the organization link. Hover over it and click the trash can. Eric Greenspan 
Chief Clever Officer
 74Systems.com Discl...

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• Created July 10, 2017 17:39
• 1 vote