Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
- Member since
- Total activity 1323
- Last activity
-
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 ...
- View comment
- Created
- 0 votes
-
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
- View comment
- Created
- 0 votes
-
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,...
- View comment
- Created
- 0 votes
-
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...
- View comment
- Created
- 0 votes
-
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" ...
- View comment
- Created
- 1 vote
-
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 ...
- View comment
- Created
- 0 votes
-
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...
- View comment
- Created
- 1 vote
-
Hi Oskar, You can also use Flatly.io to get a list of all opportunities. Thank you, Micah
- View comment
- Created
- 0 votes
-
Hi Lawrence, I don't believe there are endpoints available for Insightly's native integrations. Thank you, Micah
- View comment
- Created
- 0 votes