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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
  • Hi Angie, What tool(s) are you using to sync Contacts to Insightly? Piesync Zapier Insightly Outlook Sidebar Plug-in Insightly Mailbox Address Please let me know which one or perhaps another integr...

  • Katie, Erin is correct. You cannot export your data into one report using Insightly alone. You can, however, export all your data into multiple flat files using Flatly.io linked to Microsoft Power ...

  • Colin, Erin is 100% correct. The cold email format with plain text is a great way to increase click through rate, and to increase delivery rate, I recommend not attaching documents to emails as thi...

  • Hi David, Did you try running a Task report as well? Thank you, Micah Feldkamp

  • Hi Feargal, You need to use Webhooks to delete the file attachment NOT Zapier's "out-of-the-box" Insightly connection.  Here is the API endpoint you need to use to delete the file attachm...

  • Hi Alexus, Please use the Organization Linked Items report to identify contacts with more than one linked organization and the contact's primary linked organization. I grouped by organization name ...

  • Hi Eddie,  I think the limit applies to all record types; therefore, you shouldn't be able to add anymore records to Insightly and have to upgrade.  https://support.insight.ly/hc/en-us/articles/204...

  • Hi Jorrik, You can use lead reports or custom list views to group leads by their organization to identify which leads are in what stage. Just make sure the spelling is correct on the organization n...

  • You can bulk delete file attachments and emails via the API and Zapier. 1. Perform a data export AND export the Insightly objects (i.e. attachments or emails) you want to bulk delete using Flatly.i...

  • stimmt