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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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Latest activity by Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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 m...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    Hi Richie, This "send to google maps" Chrome Extension may provide you some relief in the meantime: https://chrome.google.com/webstore/detail/send-to-google-maps/bhggankplfegmjjngfmhfajed...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    Hi Oskar, You can also use Flatly.io to get a list of all opportunities.  Thank you, Micah

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    Hi Lawrence, I don't believe there are endpoints available for Insightly's native integrations.  Thank you, Micah 

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    GOOGLE MY MAPS IMPORT DIRECTIONS I have already implemented this for my clients: 1. Create a report with your lead, contact, project, opportunity, custom object, or organization address data (inclu...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    Hi Leo, I'm not sure I completely understand.  Could you please share screenshots? Thank you, Micah Feldkamp

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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 ...

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    Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented,

    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...