
Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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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
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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...
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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...
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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 Insightly w...
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- Troubleshooting & Tips: CRM
- Why don't all fields map automatically when uploading projects?
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...
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Benjamin, You most certainly can import notes on the free account. If all else fails please try creating notes via the API using Webhooks with Zapier. It may require a little reading but will defi...
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- Community
- Troubleshooting & Tips: CRM
- Why don't all fields map automatically when uploading projects?
Hi Kathy, Try copying and pasting the field names into the column names of your csv file. Also, it sounds like you do this import often... is this correct? Maybe there's a root problem we can help ...
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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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