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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

Micah is the #1 Independent Contributor in the Insightly Community for giving the most contributions and author of 5 CRM Best Practices for Insightly: https://www.insightly.com/blog/5-best-crm-practices-for-insightly-part-1/

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Recent activity by Micah Feldkamp - CRM Consultant at www.cloudreferrals.com Sort by recent activity Recent activity Votes
  • Custom Objects Related Links

    Hello Insightly Team! Please allow custom objects to have multiple related links without requiring custom lookup relationship fields; similar to how organizations and contacts work (minus the prima...

  • Change Insightly Theme Color in New UI

    1. Download the Chrome extension Stylebot 2. Hover over the top orange bar 3. Right click 4. Select Stylebot 5. Select Style Element 6. Under header Color & Background fill in the field called ...

  • Throttle Workflow Processes

    When I update a record repeatedly within a 5 minute window that continuously matches the criteria, I only want to run the workflow process on the "final" record once the 5 minute window e...

  • Business Card Scan + Scheduling All-in-One (Tutorial)

    Schedule meetings fast in-person! Scan a business card and use our natural language processing integration to automatically schedule a meeting and send the invite to your new contact (or create int...

  • Insightly CRM Meets Artificial Intelligence Setup (Tutorial)

    Let your personal AI assistant schedule meetings for you, send the invite, and update your CRM.  Post includes a tutorial video to assist you with the setup process.

  • CRM Best Practices for Insightly Worksheet (Tutorial)

    The worksheet has a series of project, task, organization, contact and email import templates all designed to cover the following CRM best practices and processes for Insightly: Version History &a...

  • CRM Contact Profile Update Form Integration (Tutorial)

    Answered

    With the Mailchimp Profile Update Link and Zapier integration with Insightly your contacts can update their contact information and preferences directly to your CRM. Watch my CRM Contact Profile Up...

  • CRM Contact Profile Enrichment Integration (Tutorial)

    With Clearbit’s Zapier integration you can automatically enrich Lead, Contact & Organization records with relevant information compiled from hundreds of data sources. This will help keep your d...

  • Integration with Artificial Intelligence Platforms i.e. troops.ai

  • Unlimited Free Custom Fields (Email & Phone) Not Working

    Answered

    Hello,  I was on a call with a software partner today and we were using their free Insightly account. Only limited to two custom fields, however I recall reading that we can have unlimited phone an...