Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

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3. Tips for following up with customers?

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

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• Created March 08, 2019 10:38
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1. Community
2. Troubleshooting & Tips: CRM
3. Using word templates with insightly

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

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• Created March 08, 2019 10:36
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1. Community
2. Troubleshooting & Tips: CRM
3. Email Not Sending After Workflow Trigger

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

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• Created March 05, 2019 15:41
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1. Community
2. Discussions and Best Practices
3. Tips for following up with customers?

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...

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• Created March 05, 2019 12:22
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2. Troubleshooting & Tips: CRM
3. Email Not Sending After Workflow Trigger

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 

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• Created March 05, 2019 12:13
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3. Custom Field in Event

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...

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• Created March 04, 2019 23:26
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3. Email Not Sending After Workflow Trigger

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 in an emai...

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• Edited February 22, 2019 23:06
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2. Troubleshooting & Tips: CRM
3. Email Not Sending After Workflow Trigger

Thank you, Kimberley. Your WFA looks good at the moment, but let's take a screenshot of the "send an email" edit menu and see if there's something there that may be off.  Thank you, Micah Feldkamp

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• Created February 20, 2019 14:56
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3. Cloning task in phone app

You could do this right now with a default field like "Category", but that may be a improper use of real estate, since tasks are so limited right now. Thank you, Micah Feldkamp

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• Created February 20, 2019 13:39
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2. Troubleshooting & Tips: CRM
3. Cloning task in phone app

Hi Mira, Insightly will add custom fields to Tasks in a few weeks. At that time you could make a custom checkbox field for tasks called, "Complete & Clone". Then whenever that field is checked, Wor...

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• Created February 20, 2019 13:38
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