Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

Micah is the #1 Independent Contributor in the Insightly Community for giving the most contributions and author of 5 CRM Best Practices for Insightly: https://www.insightly.com/blog/5-best-crm-practices-for-insightly-part-1/

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Recent activity by Micah Feldkamp - CRM Consultant at www.cloudreferrals.com Sort by recent activity Recent activity Votes
  • Hi Jack, Run the report like you're currently doing, include the contact's record ID and import update your contacts with a tag. In the contact custom list view, filter your contacts by tag, and bu...

  • Hi India, You will most likely use these endpoints to get the email linked to the correct opportunity: https://api.insightly.com/v3.0/Help#!/Opportunities/GetLinkEmailAddress https://api.insightly....

  • Hi India, Yes, this can be custom programmed via the Insightly API. Thank you, Micah 

  • You're welcome, David. Let me know when you're ready to make the upgrade! Cheers, Micah Feldkamp

  • Hi Jan, Are you using the new feature in Insightly Enterprise?  Thank you, Micah Feldkamp

  • Please refer to this link here: https://support.insight.ly/hc/en-us/articles/115004250428-What-are-webhooks-in-the-workflow-automation-

  • Hi David, 1) You can use workflow automation webhook with Zapier and Gmail to get HTML capabilities. 2) Drip email software like Woodpecker will also send out emails automatically and when the clie...

  • Hi Kimberley, Since the problem is still persisting, I recommend using a two step Zap (free up to 100 per month) to send the email.  Thank you, Micah Feldkamp 

  • Hello, This is possible. However, there is no workflow automation webhook that will automatically trigger this automation. You could poll the database and wait for new event entries, then update th...

  • Hi Kim, Thank you for your patience.  The "Main Contact (Contact)" is a custom relationship lookup field in your opportunity record and the linked contact must have a valid email address ...