Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

Member since July 07, 2015 16:22
Total activity 1293
Last activity June 25, 2019 00:57

Activity overview
Posts (17)
Comments (662)

Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, June 25, 2019 00:57
You will need Insightly Professional or Enterprise plan.
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, June 25, 2019 00:56
Yes, the first part is built into Insightly.
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, June 25, 2019 00:56
The workflow automation webhooks are triggered when certain criteria are met (i.e. custom field update to customer) and sends the record's data and links (contact IDs) to a 3rd party service or cus...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, June 24, 2019 23:00
I just sent you an email. Thank you!
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, June 24, 2019 22:02
Yes, reporting off opportunities instead with a custom date field will work and you will get the opportunity value. This may be more accurate too especially if you report on multiple tasks for the ...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, June 24, 2019 21:27
Hi Tony, I recommend using Zapier webhooks with Insightly API to auto-update the opportunity value or opportunity custom field every time those specific tasks are complete. Let me know if you ne...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, June 24, 2019 15:17
I also want to add... you can link the event to the task and vice versa with the all new relationship lookup fields for events and tasks. Thank you, Micah Feldkamp
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, June 24, 2019 15:09
Hi Chris, Yes, this is possible. When you update the organization to 'customer', we pull all related contact IDs, and then update the contacts. Also, vice versa when a contact's primary organizatio...
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- Edited June 24, 2019 15:10
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com created a post, June 24, 2019 14:26
Answered

OneDrive Folder Linking & UI
1. Community
2. Troubleshooting & Tips
Hello, Our client is not able to link onedrive folders to Insightly. I know this is possible with Google Drive and I think Dropbox, but OneDrive doesn't seem to be able to. Is this correct? If this...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, June 21, 2019 23:15
Hello Nora & Gonzalo, I already developed something similar for one of my clients using Insightly Workflow Automation and Zapier Webhooks. In our case, we map data from the custom object to an...
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