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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,

    Thank you, Derrick. I saw your message on the YouTube video... I don't know of an affordable, great CRM that has this feature. If you do find an affordable CRM with this feature, I'd be take a hard...

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

    You're welcome, Abe.  It's the link Nick Gee posted. It's a contact update integration allowing your mailchimp subscribers to update their Insightly contact details.   Micah

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

    Hi Nick, Yes, Zapier does not give you the option to update the primary linked organization. I think they're using API 2.1 or 2.2 still. Anyway, you will need to create a Zapier PUT webhook using I...

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

    Hi Nick, You can use a PUT webhook to get this done fairly easy with Insightly API 3.0. In PandaDoc you have the Opportunity ID included in the metadata. If you can't find the ID in your quoting sy...

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

    Hi Matt, Sorry to hear this isn't working for you. Try reinstalling the extension, clearing your Chrome browser's cache, restart your computer, and reapply the configurations as seen above. If it s...

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

    Hi Josh, The Gmail "To:" field is a variable value i.e. never the same. DO NOT USE samples from Zapier. You will always get an error on the next step unless you have a contact stored in I...

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

    Hi Kathy, Yes, please let me know if the import field matching is successful and feel free to contact me micah@cloudreferrals.com to discuss the possibilities of automating your import process. Tha...

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

    Hi Danila, You can bulk delete Insightly Events via the API: https://api.insightly.com/v3.0/Help#!/Events/DeleteEntity Export your events from Insightly including their record IDs. Identify the eve...

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

    Hi Adam, You also have several third party reporting options like Slemma and Microsoft Power BI that integrate with Insightly to push reports out to non-Insightly users. Thank you, Micah Feldkamp  

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

    Hi Robert, Please also check out Kixie and Toky. https://www.insightly.com/crm/integrations/ Thank you, Micah Feldkamp