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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
  • You're welcome, Abe.  It's the link Nick Gee posted. It's a contact update integration allowing your mailchimp subscribers to update their Insightly contact details.   Micah

  • Hi Nick, Yes, Zapier does not give you the option to update the primary linked organization. I think they're using API 2.1 or 2.2 still. Anyway, you will need to create a Zapier PUT webhook using I...

  • Hi Nick, You can use a PUT webhook to get this done fairly easy with Insightly API 3.0. In PandaDoc you have the Opportunity ID included in the metadata. If you can't find the ID in your quoting sy...

  • Hi Matt, Sorry to hear this isn't working for you. Try reinstalling the extension, clearing your Chrome browser's cache, restart your computer, and reapply the configurations as seen above. If it s...

  • Hi Josh, The Gmail "To:" field is a variable value i.e. never the same. DO NOT USE samples from Zapier. You will always get an error on the next step unless you have a contact stored in I...

  • Hi Kathy, Yes, please let me know if the import field matching is successful and feel free to contact me micah@cloudreferrals.com to discuss the possibilities of automating your import process. Tha...

  • Hi Danila, You can bulk delete Insightly Events via the API: https://api.insightly.com/v3.0/Help#!/Events/DeleteEntity Export your events from Insightly including their record IDs. Identify the eve...

  • Hi Adam, You also have several third party reporting options like Slemma and Microsoft Power BI that integrate with Insightly to push reports out to non-Insightly users. Thank you, Micah Feldkamp  

  • Hi Robert, Please also check out Kixie and Toky. https://www.insightly.com/crm/integrations/ Thank you, Micah Feldkamp

  • Hi Charles, This can all be done automatically via the API. The reason most CRM providers like Insightly don't have this automated is because a lot of emails are unnecessary and don't need to be li...