Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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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 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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Hi Leo, I'm not sure I completely understand. Could you please share screenshots? Thank you, Micah Feldkamp
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Hi Melessa, I think you can only get Google News about your Organization from within the Organization record not on the dashboard. Thank you, Micah Feldkamp
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- Workflow - Change of Pipeline Stage Based on Current Calendar Day
Hi Jason, I don't think this is possible using only Workflow Automations. You may need to use Workflow Automation Webhooks and a third party software like Zapier to get what you need accomplished. ...
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- Custom Objects, Related Tab (add links to other objects, not add new)
Hi Monique, Try going to the contact's "Related" section and linking the custom object there. You can upvote for relating links from within the custom objects "Related" section here. At this time ...
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Hi Ben, Have you tried formatting the spreadsheet as a CSV? Per the directions... For each contact note, both the first name and last name of the contact must match exactly. Secondly, one of the fo...
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