
Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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Answered
OneDrive Folder Linking & UI
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...
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- 2 followers
- 3 comments
- 1 vote
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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 Back...
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- 3 followers
- 3 comments
- 0 votes
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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 ends. Is th...
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- 2 followers
- 1 comment
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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...
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- 1 follower
- 0 comments
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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.
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- 1 follower
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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 & ...
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- 1 follower
- 1 comment
- 1 vote
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Answered
CRM Contact Profile Update Form Integration (Tutorial)
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...
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- 2 followers
- 1 comment
- 0 votes
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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 data ...
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- 1 follower
- 0 comments
- 1 vote
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Answered
Unlimited Free Custom Fields (Email & Phone) Not Working
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...
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- 3 followers
- 1 comment
- 0 votes