Insightly jobs

I am seeking a professional who has experience in setting up Fresh Sales and integrating it seamlessly with Insightly. My specific requirements include building a customized sales pipeline, managing contacts and leads effectively, and generating comprehensive reports. Key Tasks: - Customized Sales Pipeline: I need the freelancer to design a sales pipeline that aligns with our unique business practices and sales processes. The pipeline should be intuitive and easy to navigate. - Contact and Lead Management: The professional should ensure seamless migration of data from Insightly to Fresh Sales. They must create an organized system for managing contacts and leads, including appropriate tagging and categorization. - Report Generation: I require the freelancer to set up automat...

...talented freelance marketing expert with a strong background in utilizing Insightly CRM and proficiency in LinkedIn marketing. The ideal candidate will have experience in managing Excel spreadsheets of potential clients, creating compelling email content, and setting up email templates within Insightly for effective mass email campaigns. Insightly CRM Management: - Create and manage a structured pipeline within Insightly CRM. - Develop a series of email templates tailored to different stages in the client pipeline. Email Marketing: - Compile and organize potential client lists in Excel spreadsheets. - Craft engaging email content for marketing materials. - Implement and execute mass email campaigns using Insightly. LinkedIn Marketing: - Develop and ...

Hi, we are looking for Sales Associates who are passionate about sales and enjoy working in a fast-paced environment in our online retail company. It's an Online job with a steady income. Your main responsibilities: - Check and follow up with the existing customers, using Insightly (our CRM software) - Assist in processing the orders of customers: purchases, returns, exchanges, and other administrative tasks - And other basic admin tasks Requirements: - Have experience or knowledge about the online retail market - Proficiency in English (speaking and writing) is a MUST - Having experience in SEO is a big advantage - Available for a quick response during the working hours of the Singapore Time Zone - Computer savvy, and possess good knowledge of Excel & Word - Familiar...

...4)Constant Contact 5)Campaign Monitor 6)Active Campaign 7)NeverBounce (verifies emails in lists) 8)CleverReach 9)SendinBlue 10)Mailchimp 11)AWeber SMS platforms: 1)Twilio SMS 2)Plivo SMS 3)Nexmo SMS Google/Microsoft (What others are there, Apple?) 1)Microsoft Dynamics 365 (crm) 2)Google Analytics 3)Facebook Login 4)Google Sheets 5)Google Places Autocomplete Crm's: 1)HubSpot Forms 2)Salesforce 3)Insightly other= Zapier. Figure out how to make this work (test) If Hired we will communicate the different projects via Trello. We can do the chatting on Freelancer. Will have a Trello board up of the projects and please notate what's has been done, hrs. spent per project, functions, your opinion = how it could be better? Please provide a (word document/or other) of wh...

...savvy CPA Firm, so you must have computer skills. Knowledge of working in the "cloud" is a plus as our firm is 100% digital. We are looking for: Someone with a fun-loving, flexible, motivated, person who is detail-oriented. Someone who has a strong work ethic, confident, comforting in their communication with others, and can work with little to no supervision. Experience and understanding of Insightly, and Slack is a plus but not required. We are looking for: Must be proficient in Lacerte/Proconnect Online tax preparation software Must be proficient in Quickbooks desktop and online version Must be proficient in Excel Must be willing to work with our teams all over the world, different cultures, and personalities Must have a minimum of 7 to 10 years US tax experience (...

...work (FB, Twitter, LinkedIn, Insightly, Jotform, Docusign, GoToWebinar/Meeting) Event Planning & Coordination Document management Slack Channel management/coordination with other teams Write & Edit Content Manage Call transcripts Set up calls for our Sales team when needed Manage and help the actual projects related to Sales & Marketing Help other teams in the firm when needed Attend all recurring meetings related to Sales/Marketing/Customer service SKILLS REQUIRED: - Self-starter - Self-Management - Time Management - Organized - Communicative - ROCKSTAR! If you know how to use any of these software programs this will be a plus to your application (Please let us know if you are an EXPERT at any of these): - FB, Twitter, LinkedIn - GoToMeeting/Webinar - Insightly...

...Departments. Coordinate with our overseas and local team on various projects Social Media & other Software Program Related work (FB, Twitter, LinkedIn, Insightly, Jotform, Docusign, GoToWebinar/Meeting) Document management Slack Channel management/coordination with other teams Manage projects related to Sales & Marketing Help other departments when needed Filling out Important updates on the projects, if any delays or additional information required from the customer end. Checking the Social Media Notifications Book an standing Zoom meeting with clients team Huge system knowledge advantage: FB, Twitter, LinkedIn GoToMeeting/Webinar Insightly Sales Genie Slack System requirements : Stable internet connection ( Minimum of 10mbps or higher ) Minimum of i5 processor...

1. Create a CRM / case management features / functionality catalog (include market standard features). 2. Describe present and missing features of our CRM / case management in the catalog. CRM functionality examples: Sales pipeline Contact management Lead management Lead capturing Custo...management Contact & company insights Email integration Gmail & Outlook integration Deals Companies Tasks Lead analytics dashboard Lead flows Email scheduling workflow management Forms Templates CRM Provider examples: Zoho CRM HubSpot CRM Freshsales CRM Zendesk Sell () Salesforce Sales Cloud Lightning Professional Less Annoying CRM Pipedrive CRM Insightly CRM ( 40 $) Adobe: Marketo Nimble CRM

Case Management | Email Automation Experience Azure Web Apps Azure SQL Server Visual Team Studio/Git .NET (C...Azure SQL Server Visual Team Studio/Git .NET (C#) Development At least 5+ years of experience in the production of quality code Project Using the above environment the project requires integration to Insightly CRM to automate the sending of emails via Sparkpost to clients and providers based on a selection of templates. Creating and running Test Plans Work to agreed schedule Effectively implement source control and release management Building new code Dealing with customer changes Troubleshooting and customer support Enhancement and improvement of existing software Fluent English Insightly API Sparkpost API API Overview - SparkPost

... I am looking for someone with an open mind creative who is willing to share ideas to make my business run smoothly think out of the box type of person if this sounds like you I would I would like you to join my small awesome team. English is a plus to be able to communicate with me and potential clients. Handling data entry Research Handling communications and goal settling. Familiar with Insightly CRM Usage of Dial Pad for SMS texting and some phone calls. Google Calendar Excel Sheet Email Campaigns Reminders for Business/Personal Marketing light Twitter, FB, IG set up Check on VA's occasionally There is new challenges on a daily basis this pretty much give you and idea of my busy hectic life! NOTE: Please make sure you understand and speak english and when yo...

...am looking for someone with an open mind creative who is willing to share ideas to make my business run smoothly think out of the box type of person if this sounds like you I would I would like you to join my small awesome team. English is a plus to be able to communicate with me and potential clients. Handling data entry Research Handling communications and goal settling. Familiar with Insightly CRM Usage of Dial Pad for SMS texting and some phone calls. Google Calendar Excel Sheet Email Campaigns Reminders for Business/Personal Marketing slightly Twitter set up Check on VA's occasionally There is new challenges on a daily basis this pretty much give you and idea of my busy hectic life! NOTE: Please make sure when you send me a proposal you type in "ORGANIZE...

Please setup Gravityforms webhook so that submitted form data will create a new lead in insightly. Any files attached to the gravityform submission must be added to the insightly lead as "related files"

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Hi, We will start using a CRM system called Insightly in our company. We are looking for an expert that can help us to configure the system according to our needs. This includes working on the integrations with Outlook, calendar, Xero, Mail Chimp and other applications.

We are looking to connect our job management system (AroFlo) with our CRM platform (Insightly). Looking at syncing data one way - AroFlo to Insightly. main fields include - Clients (Companies) / Contacts (individuals) all contact Details - Match to existing or create as required. Tasks from AroFlo to Oppurtunities in Insightly - Create new in insightly - update as required - including changes to status in Aroflo matching to Insightly, $ values changes and probability, close dates. Approx 30 Fields to sync. Looking for someone to work with on a long terms basis with further adjustments/expansion down the track API Docs are below.... !/Overview/Introduction

I need someone who speaks english very well and has experience doing data entry into a CRM. We will be using the web app, "Insightly".Please send me a message if you have experience with this.

...desktop and online version. Must be proficient in Excel. Must be willing to work with our teams all over the world, different cultures, and personalities. Must have a minimum of 5 years minimum tax experience and completed more than 500 returns (both business & personal returns), have reviewed other staff work before for both technical and theoretical issues. NOTE: Experience and understanding of Insightly & slack is a plus but not required. During Tax season, hours range 40-50 hours per week (Feb-April and Sept-Oct typically). Off-season hours drop to 30-35 hours per week. What You'll Get: - Competitive pay. Work remotely, and from your own home. Experience in a management role. Open office environment with a fun and growing team. Working Terms: The salary will...

I need to find out if there is a way to mass delete email attachment files from Insightly to free up storage.

*** NO AUTOMATIC BIDS *** *** ANSWER QUESTIONS OR WE DON'T CONSIDER YOUR BID *** We are looking for an experience Laravel Developer who has worked with CRM or Marketing Platform APIs before. Specifically if you have experience with... - Pipedrive - Zoho CRM, Zoho Campaigns, Zoho Recruit - Hubspot - Insightly - Bigcommerce - Shopfiy - SendGrid - Mailchimp - Active Capaign - Freshsales, Freshdesk You will have previous Laravel experience and worked with other Laravel packages such as - Laravel Nova - Laravel Cashier - Laravel Telescope - Laravel Horizon Experience with API's, throttling, data management & ETL's an advantage. Please answer the following questions in your bid. 1) Have you worked with Laravel Nova before 2) What did you build/integrate with any ...

!!!Only Freelancer with CRM Insightly Real Estates references are considered!!! My client has a vision and would like to build a great CRM solution for objects (real estates) and its landlords/tenants. So it is about matching both together. We are searching an experienced freelancer who has done Insightly for real estates companies many time. In the first phase they have 10 users, later also more companies of the same group. There is also a plan to use ActiveCampaign. Language is German. They have 35'000 contacts and yearly 100 new objects. What can you offer out of you experience. !!!Only Freelancer with CRM Insightly Real Estates references are considered!!!

...dropshipping orders: -You will collect shipment weight, dimension, size origin, and destination address via Gmail. -Will shop shipping rates and once approved, you will process shipping based on appropriate Class and regulation. -You will then enter the shipping bills on Quickbooks & compare the final invoice against the initial estimate for discrepancies. -All the tasks will be assigned to you via Insightly CRM. - You will need to make phone calls to assure the shipments were picked up & delivered - You will need to resolve any issues with the shipping company and the customer using your problem-solving skills. Conditions: - Be on call for working from 9 am to 4 pm USA Eastern time from Monday to Friday. -To use video chat regularly to contact the office. -Must b...

To save both our time, please refrain from making an offer on this task if you do not reside in the UK. I'm looking to work with a pro...proactive, hard working Personal Assistant with great attention to detail, to support with a range of tasks. Including, but not limited to: CRM management (Insightly) Diary management Email management Word document creation Phone call support Managing maintenance issues Dealing with tenant queries, on boarding and checkout Plus, potentially account reconciliation and booking keeping duties After an initial trial, happy for the role to grow into regular hours per week ongoing. I would rather work with people looking for a long term role, rather than short term hours. Must be open to learning / using new software, including Notion, Insig...

am trying to parse a specific nested object from the results of a webhook. The Zapier Webhook is from "Insightly" (CRM) and the Custom Fields from Insightly seem to come through as a Sub-Element of the "Customfield" and Zapiers stings all the custom fields together. I need to parse a couple of the many custom fields and tried using code by Zapier in JS but I'm not a coder! The Object is sent as a JSON. This Question/Response is very similar to my situation, but as a non-coder, determining variables within zapier etc.. is above my head:

We are using Insightly CRM and AroFlo Job Management software. Both use REST API. We need our CRM and job management software to have bi-directional comm & updates to prevent 'double data entry' !/Overview/Introduction When we add client & contact information it is automatically updated in other system. When sending a quote from AroFlo it updates the CRM and sets followup etc

Need someone to build a good looking form. The data collected via the form needs to be pushed to Insightly CRM. The address bar should also search the address using google api's. Also the form needs to be a multi page with progress bar. Option 1 - Insightly can build a form using HTML but that needs to be modified to match with the site theme to make it look good. Option 2 - Build using contact form 7 and integrate with Insightly Below is the sample HTML generated by Insightly <form name="insightly_web_to_lead" action="" method="post"><input type="hidden" name="formId" value="zZFdy6itnRYNSPz3w6pBjA==" /><label for="insightly_firstName">First Name: </label><...

Connect Insightly CRM to WordPress forms. Our client uses the CRM insightly. She has Wordpress forms that she wants to populate on her insightly lists.

HI, We're a coffee roastery. We sell to cafes around NZ. Wewant to change our CRM software to Sales Force. I want to transfer our info from Insightly to Salesforce. I also need help in creating our pipeline template, reports, and dashboard. We have around 110 customers.

...CRM's, HR, Recruitment, Marketing & other software over the past few months and has already set its sights on global expansion! What do we want you to do… - Build and maintain new applications in PHP using the Laravel framework - Work on existing apps building new features and fixing bugs You may have experience with... - Pipedrive, Hubspot, SugarCRM - Zoho CRM, Zoho Campaigns, Zoho Recruit - Insightly - Bigcommerce, Shopfiy - SendGrid, Mailchimp, Active Capaign - Freshsales, Freshdesk - Salesforce etc. You will have previous Laravel experience and worked with other Laravel packages such as - Laravel Nova - Laravel Cashier - Laravel Telescope What we are looking for… - A PHP developer with previous experience working with Laravel. - Any experience w...

*** NO AUTOMATIC BIDS & ANSWER QUESTIONS IN BID *** We are looking for an experience Laravel Developer who has worked with CRM or Marketing Platform APIs before. Specifically if you have experience with... - Pipedrive - Zoho CRM, Zoho Campaigns, Zoho Recruit - Hubspot - Insightly - Bigcommerce - Shopfiy - SendGrid - Mailchimp - Active Capaign - Freshsales, Freshdesk You will have previous Laravel experience and worked with other Laravel packages such as - Laravel Nova - Laravel Cashier - Laravel Telescope - Laravel Horizon Experience with API's, throttling, data management & ETL's an advantage. Please answer the following questions in your bid. 1) Have you worked with Laravel Nova before 2) What did you build/integrate with any of the above APIs? 3) Tell me ab...

Currently our company uses multiple platforms to communicate with our customers. The main CRM we are using is Insightly. Insightly does not support SMS at all. We have account with Clickatell. Currently we need to constantly update our customers information on both systems to utilize them effectively. We would like to integrate and so that we can send individual and group SMS to our customers.

*** NO AUTOMATIC BIDS *** *** STILL ACCEPTING BIDS *** *** ANSWER QUESTIONS OR WE DON'T CONSIDER YOUR BID *** We are looking for an experience Laravel Developer who has worked with CRM or Marketing Platform APIs before. Specifically if you have experience with... - Pipedrive - Zoho CRM, Zoho Campaigns, Zoho Recruit - Hubspot - Insightly - Bigcommerce - Shopfiy - SendGrid - Mailchimp - Active Capaign - Freshsales, Freshdesk You will have previous Laravel experience and worked with other Laravel packages such as - Laravel Nova - Laravel Cashier - Laravel Telescope Experience with API's, throttling, data management & ETL's an advantage. Please answer the following questions in your bid. 1) Have you worked with Laravel Nova before 2) What did you build/integrat...

We have been using Insightly for aprox. 3 years and loking to migrate to Zoho CRM. In our Insghtly invironement we have 430 organizations and 600 contacts. We are looking to move ASAP.

...dropshipping orders: -You will collect shipment weight, dimension, size origin, and destination address via Gmail. -Will shop shipping rates and once approved, you will process shipping based on appropriate Class and regulation. -You will then enter the shipping bills on Quickbooks & compare the final invoice against the initial estimate for discrepancies. -All the tasks will be assigned to you via Insightly CRM. - You will need to make phone calls to assure the shipments were picked up & delivered - You will need to resolve any issues with the shipping company and the customer using your problem-solving skills. Conditions: - Be on call for working from 9 am to 4 pm USA Eastern time from Monday to Friday. -To use video chat regularly to contact the office. - Use t...

We have 3 forms on our site and we wanted it to be connected on our insightly account.

...we can give them a quote for their car. I need to use Zapier's API developer to integrate with my website and receive this VIN, decode the VIN using an API call, and then send this decoded info into my Client Relation Management (CRM) program. The contact form is here: I've already used Zapier to import my contact form data and to send it to my CRM (Insightly). What I need a developer to do is integrate a VIN Decoder API into Zapier so i can parse the data from the VIN into all the info I need: Vehicle Make, Model, Trim and Year. VIN decoding is completely legal and there is even an API provided by the United States Government for public use. You can see here: and here: I also

Hi Rambabu, I have a wordpress website that has a contact form that collects a person's car VIN. I need to take that VIN and use an API to decode it and then use Zapier to push the decoded car info into our Insightly CRM. Can you help me with this?

Hello! I need your service for insightly. I need a pro for workflow automation. Dominique info@

We need an application that will enable our sales people to enter some measurements while in the field that are used to populate fields in a Proposify proposal and also Insightly CRM. Other data like property name, contact et cetera will also be collected.

DONE IN THE NEXT HOUR Fix a web to lead form from our Wordpress website to our Insightly form - was working and had some google analytics added and has stopped working - need fixed asap

I require an email assistant to manage new business emails to prospective clients for one or two days a week. Would help if you were familiar with sport and brand identity/design as well as having knowledge of Insightly or similar CRM as well as Outlook.

...personalised and sent, such as requesting feedback at the conclusion of a program, according to established procedures • Data entry including updating the company CRM (Insightly) and project management tool (Trello) • Make phone calls as required • Ordering books and stationery supplies • Transcription of meeting notes and other handwritten documents • Assist with project coordination tasks • Other ad-hoc tasks as required Sales and Marketing • Responding to LinkedIn connection requests and following up potential leads • Assisting with social media campaigns • Assisting with email marketing campaigns • Update sales leads in Insightly • Assist with sales prospecting activities • Draft presentations in Microsoft ...

Description of requirements/functionality: I am needing an integration between Insightly CRM and Workflow Max I want to share some details between the two systems, such as name, email address and some custom fields that we've added I'd ideally like that when we change the status of a organisation in Insightly to being a customer it creates a client in Workflow Max.

Hi, My name is Vivian, and I work for an investment and financial company. We are currently looking for a skilled expert who is very familiar with the email marketing platform of ActiveCampaign, Insightly CRM functions and Microsoft365 to help us utilize the software to its fullest potential. If you have samples of work, and templates you have done previously, we would like to take a look as well. Thank you. Vivian Shou

Need to have someone take our Insightly CRM set-up and convert it to SharpSpring CRM

Refine a Zap that updates an Insightly Opportunity when a Quotient quote is accepted. Currently works, but wipes out all fields not sent across. We want to update just three fields and leave the rest intact. The zap is doing a search (within Insightly). When it finds a record we need to update three fields. When no record is found, we need to create a new project

Hello Freelancers, Looking to hire a Infusionsoft (crm) expert to setup and run customer campaign. Need forms generated with webmerger and integrated into Infusionsoft. Also need to transfer existing customer's from old crm (Insightly) and uploaded to Infusionsoft. Looking to hire asap. from Aaron

Our website is We need someone who has the time and expertise to help us to continuously improve our website. Our developer has recently passed away and we want to get someone to make little changes in the web. We strongly believe that trust need to be earned so we wan...paying a monthly fee as a retainer so the developer can update the webs and test its functionality. WE ARE SEEKING SOMEONE WHO CAN CHARGE AN HOURLY RATE. The tasks we have so far are: *Add Paypal or credit card facility to the web *Review the whole web and suggest improvements. *Fix the tab column which is not even *Test or add backup system to our Dropbox account *Subscribe form added to our insightly account *Add testimonials Please make an offer for a 5 hours job so we can test your efficiency.

Looking to refresh our existing website to a clean, modern looking website built on a Wordpress platform with the following add-ons integrated into it: Blog Contact Form integrated with Insightly Newsletter subscription integrated with Mailchimp Ability to sell documents online Ability to integrate videos from YouTube channel

The project is a bit different. you have to give written solution rather than solving it yourself. so we have a wordpress website and insightly CRM and we would like a functionality where if we create a blog post , Notification will be sent out to all the contacts in insightly automatically. So if you have experience in this field ..contact me and i will discuss more details.

i am running a design and construction company. i am not happy with our old native german speaking crm. I want to see if insightly and mailchimp is an option for my business. I am looking for someone who has experience with insightly and mailchimp. I can give the information/ data that i want to see and you need to customize the Insightly / mailchimp software. Here are the basic: >> contacts and organisations with different categories like client/supplier or prospect >> different keyword selection for all contacts and organizations in order send out specific mailchimp newsletter >> setup a pipeline / workflow with 10 milestsones and 5 subtask each >> multi currency view >> overview of all projects with lates notes displayed >>...