Micah Feldkamp - CRM Consultant at www.cloudreferrals.com

1. Community
2. Ideas & Suggestions

Please allow tasks created from WFA to be assigned from a user from within the object record similar to if you were scheduling the task due date from the object's custom date field. 

• Created September 24, 2019 11:16
• 1 follower
• 0 comments
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM

Hello, Our client is not able to link onedrive folders to Insightly. I know this is possible with Google Drive and I think Dropbox, but OneDrive doesn't seem to be able to. Is this correct? If this...

• Created June 24, 2019 14:26
• 2 followers
• 3 comments
• 1 vote

1. Community
2. Ideas & Suggestions

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...

• Created October 03, 2018 01:34
• 4 followers
• 6 comments
• 11 votes

1. Community
2. Discussions and Best Practices

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 Back...

• Created May 13, 2018 17:30
• 2 followers
• 2 comments
• 0 votes

1. Community
2. Troubleshooting & Tips: CRM

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 ends. Is th...

• Created February 22, 2018 17:27
• 2 followers
• 1 comment
• 0 votes

1. Community
2. Insightly Mobile Apps

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...

• Edited January 21, 2018 22:17
• 1 follower
• 0 comments
• 0 votes

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2. Inside Your Insightly (See real-life examples from Insightly users)

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.

• Edited January 21, 2018 22:10
• 1 follower
• 0 comments
• 0 votes

1. Community
2. Discussions and Best Practices

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 & ...

• Edited January 06, 2018 22:58
• 1 follower
• 1 comment
• 1 vote

1. Community
2. Discussions and Best Practices

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...

• Edited December 19, 2017 17:52
• 2 followers
• 1 comment
• 0 votes

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2. Discussions and Best Practices

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 data ...

• Edited December 19, 2017 17:48
• 1 follower
• 0 comments
• 1 vote