Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Troubleshooting & Tips: CRM
3. Link field from organization to contacts

Yes, the first part is built into Insightly.

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• Created June 25, 2019 00:56
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Link field from organization to contacts

The workflow automation webhooks are triggered when certain criteria are met (i.e. custom field update to customer) and sends the record's data and links (contact IDs) to a 3rd party service or cus...

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• Created June 25, 2019 00:56
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Workflow Automation to Create an Event

I also want to add... you can link the event to the task and vice versa with the all new relationship lookup fields for events and tasks. Thank you, Micah Feldkamp

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• Created June 24, 2019 15:17
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Link field from organization to contacts

Hi Chris, Yes, this is possible. When you update the organization to 'customer', we pull all related contact IDs, and then update the contacts. Also, vice versa when a contact's primary organizatio...

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• Edited June 24, 2019 15:10
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Can a Lead or Contact be converted to a *Custom Object*?

Hello Nora & Gonzalo, I already developed something similar for one of my clients using Insightly Workflow Automation and Zapier Webhooks.  In our case, we map data from the custom object to an opp...

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• Created June 21, 2019 23:15
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. cleaning up contacts errors

Hi, Have you tried an import update as well? This is an alternative that should give you the desired results. Thank you, Micah Feldkamp  

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• Created June 17, 2019 22:06
• 1 vote

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2. Troubleshooting & Tips: CRM
3. Attaching logos, pictures & links to emails

Hi Colin, You can send customized emails via custom webhooks in Workflow Automation + middleware service like Zapier or preferrably an email marketing service like Mailchimp. I think in August Insi...

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• Created June 17, 2019 22:02
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Social Media Icons on Emails

Hi Charmaine, Please visit this post to learn more about the workarounds on this issue. Thank you, Micah Feldkamp

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• Created June 06, 2019 21:37
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. Connecting Email leading to spam flag?

Hello Brad, Melissa is correct. Although, if you would like to use workflow automation instead of bulk sending emails, I don't think you can send workflow automation emails from your email server. ...

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• Created June 06, 2019 16:21
• 1 vote

1. Community
2. Troubleshooting & Tips: CRM
3. WorkflowAutomation filter by past date

Hello Helen, I don't think workflow automation is a good option to activate from custom date ranges as the workflow automation would be triggered once the record is edited/created AND fits the crit...

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• Edited June 06, 2019 16:16
• 1 vote