
Eric Greenspan - Chief Clever Officer at 74systems.com
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- How to change the stage of pipeline once all the tasks are completed by workflow, Zapier and webhook
Kambiz I looked at this and I cannot find a way to update a pipeline stage through the API. Without that, we can't get much done with webhooks or Zapier. Hopefully stage changes are part of a futur...
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Hey John I have never tried to use fields from a linked org within an opp. I'm surprised it worked the first time. :) But that makes me think deeper and I wonder if all your Opps and Orgs are linke...
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Not sure about this one Jelena but you might want to try creating a custom field and use Workflow Automation to stamp the date. Maybe that will give you the flexibility you seek? Let me know if thi...
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Now that is a great tip. Thanks Sushamna. You can also make one easily at https://www.base64encode.org/ by simply pasting in your API and boom.
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Hi Tim Segments are a funny thing. They are actually being replaced or perhaps better said "updated" by the new Tags. Segments will still exist, but their purpose is more for the end user to select...
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Hi all, I have built a Zap that allows me to move an email (or star if preferred) into a GmailTaskZap folder and it creates a task, links the task to the Contact that sent it, and works perfectly. ...
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Not sure to be honest but leads do appear to be pre-contacts and opportunities are for leads and contacts, so it may or may not be ideal for you. I’d have to look closer.
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Martin The organization is not actually created until the lead is converted. It's merely a holding field until that process occurs. I would bet you should be using Opportunities instead of leads. H...
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Hey Chris, Try another browser. Try in incognito. Try on a different computer. If still happening, then either insightly or PD are having an issue and you will need to start a support request with ...
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With all due respect Alejandro, you can simply bulk edit the tasks and choose new "responsible owner."
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