Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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Hi Darla, You also have Insightly Heroes and consultants like myself who can lend a hand. You can reach me at micah@cloudreferrals.com. If your Mailchimp import issue still persist, please take a ...
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Hi Colette, You also have Insightly Heroes and consultants like myself who can lend a hand. You can reach me at micah@cloudreferrals.com Thank you, Micah Feldkamp
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Hi Josh, Yes, I would be more than happy to provide additional insight. 1. The Zap trigger will depend on your email service. For example, I use Gmail. My trigger is a Gmail Sent Message. 2. Next,...
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Hi Josh, I have seen the same experience with tasks. There are several workarounds like exporting your database and using filters or vlookup to match contacts with emails containing the keyword xy...
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Hi kimberley, Another solution is to add Zapier. You can be on any Insightly plan for this use case. A simple two step zap should do the trick. your zapier plan should be free up to 100 "tasks" ...
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Hi Kyle, I wrote blog on this topic: https://www.insightly.com/blog/2018/09/5-crm-best-practices-for-insightly-part-2 You will find your answer under "profile enrichment tools". Let me know if ...
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Hi Richie, This "send to google maps" Chrome Extension may provide you some relief in the meantime: https://chrome.google.com/webstore/detail/send-to-google-maps/bhggankplfegmjjngfmhfajedmiikolo?hl...
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Hi Oskar, You can also use Flatly.io to get a list of all opportunities. Thank you, Micah
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Hi Lawrence, I don't believe there are endpoints available for Insightly's native integrations. Thank you, Micah
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