Insightly jobs

No selling required. Contact large business in Orange County and Los Angeles, California. OUR BUSINESS IS CORPORATE VIDEO PRODUCTION AND BRANDING. Determine the decision makers name and contact information. Enter the information into database called Insightly. Must speak perfect USA English. No foreign accents please. Must have laptop computer with internet connection and phone in a quiet home environment. Bonus offered for successful contacts. MUST BE LOCATED IN CALIFORNIA. NO EXCEPTIONS.

I need some data from our Insightly CRM database to show my data appropriately, and then a few dashboards in Power BI made up using that data. All in all around 10-15 graphs on the dashboard. We use Power BI service and the connection to Insighly CRM is already up. All we need is the graphs on the dashboards to show the correct data.

Hi FL, I am looking for a spreadsheet that can help me extract the following data on regular intervals without any manual entry: (Please bid only if you have done it before) 1. Facebook: - Current number of Likes - Likes this period - Unlikes - Daily Engaged Unique Users Total - Daily Organic - Daily Paid Reach - Daily Logged in Page Views (unique users) T...Reviews - View 5. You Tube - Subscribers - Total views to date - Text Scheduling 6. Google Analytics - Month - Pageviews - Top Post - Traffic Source - Bounce Rate - Users - New Visitors - Returning Visitors - Sessions - Average Session Duration - Browser - O/S - Mobile O/S - Age Range - Female - Male 7. Mailchimp - Newsletter - Subscribers - Opens - Clicks 8. Insightly - Number o...

Please customise the Insightly CRM software: We are after someone who is experienced on this software to customise so we can use this for our events / functions bookings so we need to add some fields, change some field names and add an automated html email.

I require HTML code writing for a website to mirror my website current submission form, but allows me to incorperate my into business CRM which has its own code. Website made through Squarespace and CRM is insightly.

I require HTML code writing for a website to mirror my website current submission form, but allows me to incorperate my into business CRM which has its own code. Website made through Squarespace and CRM is insightly.

...priority right here and now ¥ Email optimisation ¥ Email marketing strategy PROBLEM 4 BULK EMAIL OPT-IN This will ONLY occur once new system is working and proven. THE KEY TO EVERYTHING is sorting out the legacy systems and data and designing a foolproof process that allows us to move forward and into a fully automated fail safe monitored system that will ultimately be integrated into ZOHO/INSIGHTLY or some appropriate CRM. If you are expert in these areas then none of this is difficult. ***** UNLESS YOU REALLY KNOW WHAT YOU ARE DOING IN TERMS OF FIRSTLY SORTING OUT A COMPREHENSIVE PLAN TO REPLACE THE LEGACY STRUCTURE AND IMPLEMENT/ SUGGEST NEW PROCESS and TOOLS DO NOT APPLY. THE FIRST STEP IS SOLVING THE STRUCTURE and DEFINING NEW PROCESS and in conjunction SO...

Hi meihakim, I have another data entry job via Insightly. Are you available?

We're a small media company based in central London who needs to migrate all its CRM data, currently stored into a Insightly account, into a new Insightly account. We're having issues importing the data with all the details (i.e. the links between organizations) and would like some expert to advise us. We're not what budget / daily rate propose for this task, so we're happy to accept quotes.

Resources used: DIgitalOcean, ERPNext (a ERP software), the documentation (tax guide) and the CSV files to map and import to ERPNext Description: - tweak the ERPNext to customise the accounting part to follow the tax guide (must follow the fields required in the guide) - do the CSV mapping and importing (from Insightly to ERPNext) DISCLAIMER: budget is $10-$35. Dont overbid! The materials will be provided upon confirmation. Please chat with me to know the requirement.

Descriptions: 1. Email not...users comment in the tasks/projects, the comment will be emailed to the user 2. Notification (MORE IMPORTANT) - the default setting is set in a way that when the task is assigned to, all the users will get the notification. It is supposed to be only the user whose task is assigned to, not the rest of the users. 3. Data importing - all the tasks/projects and comments need to be imported from Insightly to ERPNext. I will provide the CSV files to do the mapping. 4. Notes - the notes cannot be edited once saved. It must be in this way: whenever a user posts a note, the user can edit/update and save it. Right now, only the Title cannot be edited but the contents can be edited and saved. 5. Lead Source - how to edit the sources? And how to add new sour...

Telephone prospecting in an institutional market. This is a test job to find the right telemarketer; t...get their email address, and get their permission to email a letter introducing our company. - Enter contact and call results in Insightly CRM so I can act on it - Each day email me an activity report saying how many dials and how many "contacts" you made. A successful job will produce 50 "contacts" meaning: - you have actually spoken to a person we have not already got as a contact, - they manage the department we're targeting - their mailing address confirmed to be correct; - you have their permission to email an intro letter and their email address - you have their name and phone number - you have entered all of the above into in...

Connect WHMCS & Insightly contacts

Description: 1) Install the software ERPNext in Ubuntu using DigitalOcean droplet (you have to access via Terminal for Mac or PuTTY for Window; will not be giving the login for the DigitalOcean) 2) Install Serverpilot IO for backup function. 3) Configure the console to make it more secure 4) Import the Insightly XML into ERPNext. There are 2 sets of CSV and XML to be imported into ERPNext. I will provide both the CSV and XML files to be imported DISCLAIMER: BUDGET $10-$15. DONT OVER BID, PLEASE. The credentials (Digital Ocean console and the ServerPilot will be given once awarded)

Description: 1) Install the software ERPNext in Ubuntu using DigitalOcean droplet (you have to access via Terminal for Mac or PuTTY for Window; will not be giving the login for the DigitalOcean) 2) Install Serverpilot IO for backup function. 3) Configure the console to make it more secure 4) Import the Insightly CSV into the ERPNext (I will provide the Insightly CSV files) DISCLAIMER: Budget from $10 to $15, DON'T OVERBID PLEASE. I will give the credentials (for all - DigitalOcean droplet console and ServerPilot IO) once awarded.

Twapp Media is an internet marketing company based in Ireland. We specialize in lead-generation, web/ logo design, app development and print media. We also develop mobile phone apps for SMEs. We are looking ...AppsGeyser etc.) SMS Marketing/Automated Phone Systems(Twilio(OpenVBX)/Plivo/Tropo) eCommerce website design/marketing including Amazon/eBay Selling SEO Keyword Research, On/Off-Page Optimization Affiliate Marketing(Online/Offline) Auto-Responder Setup Graphic Design(Adobe Office Suite, Photoshop, After Effects etc.) Video Production/Marketing Customer Service(Familiarity with CRM systems eg. Insightly) Social Media Marketing MS Office/Email/ Skype etc. Excellent oral and written English Excellent attention to details Salary: Negotiable Duration: Trial to pe...

We have a system that allows people to enter and pay for competitions. We need to add a new feature to the website. 1. Add a "Process" button that indicates that the entry to the competition is complete. 2. When the process button is clicked, this entry cannot be further modified, though it can be viewed. 3. When the process button is clicked, Insightly will be updated with a task to bill the client for their entries. 4. There will be a link in the admin screens of our app which allows our office staff to unlock an entry at any time so studios can edit their entries again.

i want to integrate insightly CRM api with my Voicenter VOIP API

i want to integrate insightly CRM api with my Voicenter VOIP API

Cleaning up and organizing a database of about 1,000+ entries and filling contact information on Insightly

I need help creating my contact form and have it installed onto my website so my leads are automatically transferred into insightly CRM. It's a wordpress site. Fairly simple task. Also customize the main control panel, integrate gmail with insightly. please have past experience with this particular CRM.

I need help creating my contact form and have it installed onto my website so my leads are automatically transferred into insightly CRM. It's a wordpress site. Fairly simple task. Looking to establish long term relationship for future work on site. May also be interested immediately to redesign wordpress site.

1. Music Upload and Ancillary Data • The online registration application will have a tab that enables studio owners/teachers to upload music associated with each number in a competition (button to read: music uploads and prop information). • Prop information is a checkbox that indicates time needs to be a... • In the event that music upload does not occur before scheduling it will be assumed to have no special requirements for props • If no music is uploaded, it is required that the studio owner enter the time of the number. • If no time is entered, then the time defaults to that time allowed for the routine type. • If music upload and time entry has not occurred by the invoice date, Insightly tasks will be created to remind studio own...

We receive leads from our website. Call and qualify them. Help covert into opportunities. Manage leads through Insightly CRM. is in the business of selling and renting food trucks.

Call local Property Managers (I provide a list) to request that my company be added to their vendor list. No selling involved. Enter details of phone calls into Insightly CRM, and then follow up with them a week later. Follow up may involve emails as well.

We have contacts in Google Contacts containing a URL Link (see image). You have to remove the Insightly link, not LinkedIn. We want the Insightly URL removed from all contacts. You should already have experience with Oauth2 and Google contacts API. You can implement it in any language but if you use Ruby, you get a bonus :-) The task should be done with software (not manually) and we receive the code after completion.

W...MySql, now we're on Postgres. 1. The data structure is completely different, but we'd like to migrate everything over. 2. The old data stored passwords in the clear, now we're on Devise, so they need to be converted. 3. There are multiple tables, each of which needs to be migrated preserving the links in the old system to the new. 4. We have embedded Insightly CRM in the new system. As data is migrated, appropriate Insightly CRM records would need to be created. 5. As we're in testing mode, we want to make sure we can port the data multiple times as we go through the test cycle. In other words, the data conversion will not be a once-off. We see that we might want to import the data, test, delete it all, refresh from the most recent copy ...

...registration The results of are also send – if filled out - as output via the contact form. It’s vitally important that the correct fields and field names are mapped as well as the correct campaigns so that we can easily import / sync the e-mail-lists between mailchimp and our CRM insightly. How long does it take you to make these changes? How many hours do you estimate? Best regards Thomas ...

We require a Developer to work on a project to create add-ons to WHMCS in order to integrate Sage One and Insightly into WHMCS, using their respective API's. The integration that is required needs to facilitate the adding, updating, synchronising etc. of Company, Contact and Invoice information between these platforms. Please only respond if you have the required technical and architectural knowledge required to complete this project

I need to edit my web to contact form that was generated through the INSIGHTLY CRM to inlclude a captcha or some sort of spam filter. I have been getting a few quality leads but WAY TOO MANY SPAM LEADS!!! please help! this is my contact form code. I use a CRM called Insightly that generated this code for me to use on web to contact forms. Insightly doesnt contain any sort of captcha system so I am attemting to add the code for a captcha widget that I added to the wordpress page. Long story short I need to manually apply the code for the widget, to the code that was provided by my crm "web to contact code" The instructions to place the capthca within my "web to contact code" are: I would like to add Captcha to the custom form on my website. How ca...

I need to edit my web to contact form that was generated through the INSIGHTLY CRM to inlclude a captcha or some sort of spam filter. I have been getting a few quality leads but WAY TOO MANY SPAM LEADS!!! please help! this is my contact form code. I use a CRM called Insightly that generated this code for me to use on web to contact forms. Insightly doesnt contain any sort of captcha system so I am attemting to add the code for a captcha widget that I added to the wordpress page. Long story short I need to manually apply the code for the widget, to the code that was provided by my crm "web to contact code" The instructions to place the capthca within my "web to contact code" are: I would like to add Captcha to the custom form on my website. How ca...

I need about 960 automotive buyers names inputed into a spread sheet I need First and Last name, email, the year brand and model of car and the date of when I sold client the vehicle. I need the names to be able to convert over to mail chimp and insightly crm

I need about 960 automotive buyers names inputed into a spread sheet I need First and Last name, email, the year brand and model of car and the date of when I sold client the vehicle. I need the names to be able to convert over to mail chimp and insightly crm

I need a php file to connect a form with crm. There is an api available. I have ...past. The form collects new registrations. I've been able to create a single contact, but I have not found a solution to do the following: 1. I need to convert the new registration to a 3 new contacts in Insightly; Applicant contact, mother contact, and father contact. 2. These three contacts need to be linked, and updated if already exist. 3. Then create relevant tags for each applicant, and add custom notes based on form data. I really just need a working file that i can expand on in the future. The following resources exist: Sample data, and the current connector php attached.

I need a php file to connect a form with crm. There is an api available. I have ...past. The form collects new registrations. I've been able to create a single contact, but I have not found a solution to do the following: 1. I need to convert the new registration to a 3 new contacts in Insightly; Applicant contact, mother contact, and father contact. 2. These three contacts need to be linked, and updated if already exist. 3. Then create relevant tags for each applicant, and add custom notes based on form data. I really just need a working file that i can expand on in the future. The following resources exist: Sample data, and the current connector php attached.

We need to submit information from a word document or PDF into a spreadsheet in a CRM software called Insightly. We wil give you a detailed intructions so you know how and what information to enter. This project should last only 10 hours and can lead to new projects. You need to be organised professional and speak English. Spanish is an advantage but not necessary.

We need to submit information from a word document or PDF into a spreadsheet in a CRM software called Insightly. We wil give you a detailed intructions so you know how and what information to enter. This project should last only 10 hours and can lead to new projects. You need to be organised professional and speak English. Spanish is an advantage but not necessary.

Hi there, I would need a simple landing page where "Moro & Ognissanti Australia" asks for contact details in order to redeem a voucher. It is for a jewellery business. We distribute in Australia but we don't want to refer to the Italian website which has different prices in Euro (and it is not ours). In that landing page I was thinking of having a 30 seconds / 1 m...It is for a jewellery business. We distribute in Australia but we don't want to refer to the Italian website which has different prices in Euro (and it is not ours). In that landing page I was thinking of having a 30 seconds / 1 minutes max video. I have been told to use wordpress in order to be more flexible and avoid annoying adds. All the details catered from visitors should go into my CRM (Insigh...

...productivity solution eg. conference presentations, videos, social media, Wordpress blog posts, website content, etc. Other content development for instance to support the beta user acquisition/business development. B. Assets development: research and write copy for case studies, positioning papers, sales email. Some of the technical tools are already set up e.g. google analytics, mailchimp, Insightly but the candidate will need to update / maintain them and will be in charge to create social accounts (e.g. Facebook, Twitter), Hootsuite and other operational systems and processes. C. Promotion: Arrange bi-weekly post to our company blog and promote it on different social media and related blogs. Upload new content to our corporate website and social media using Hootsuite ...

Looking for a person with excellent communication skills and very good english speaker to help me market my website on the web. You would be responsible for communicating with prospective clients, maintain lead list, scheduling meetings and keeping track of sales stages. I would like to work with someone who has some experience with use of popular CRM softwares (like insightly). You must also be very good at internet based research and social media interactions. You must have reliable internet connection of 1MBPS or higher and be available to work on EST timezone from monday-friday. I do not expect for anyone to report to me on weekends. Happy bidding.

Update your work to lead management system of insightly.

I need a consultant to help me choose a platform for a website and the most suitable CRM. You need to be proficient in Worpress, Drupal and PHP and have experience in ASP.Net. The goal #1 is to identify the most suitable platform based on the functionality needed for the website. The goal #2 is to identify the best CRM for the functionality required. We are choosing among Pipedrive, Insightly, Zoho, Base CRM, Nimble, Nutshell, and Infusionsoft or an open source CRM Thank you

Hello, Would like a simple script that can import the customers name and customer ID into a MySQL database via their API. Thank you,

I am looking to write a ZAP for that will take certain messages from GMAIL and add them to Leads in Insightly. When an email is added to Insightly from Zapier a taslk is automatically created and a notice is sent to the assigned person that a new Lead has arrivived.

I need a script to connect a form with crm. There is an api available. I have very basic knowledge and have run into issues. The form collects new registrations. I need to convert the new registration to a 3 new contacts in Insightly; Applicant, mother and fathers. Create relevant tags for each applicant, and add custom notes. I really just need a working file that i can expand on in the future. The following resources exist:

I need a script to connect a form with crm. There is an api available. I have very basic knowledge and have run into issues. The form collects new registrations. I need to convert the new registration to a 3 new contacts in Insightly; Applicant, mother and fathers. Create relevant tags for each applicant, and add custom notes. I really just need a working file that i can expand on in the future.

I need you to help me sign up for Insightly CRM, Customise some of the product inventory and input some data, Sign up for Quickbook and link both CRM and quick book.

i need a custom CRM/ERP looking like salesforce or insightly need your demos in first steps should be in PHP dont ask me before you send me your demo We are a motorcycle club/ company and would like to have a to do task manager something like a CRM, there is many free and rental/ buy type at the web but non of them are not satisfied for us. the below are what we are looking. please don't bid before you understand my project, already two company waist our time in freelancer, we will leave your negative feedback if you bid with out understanding. if you are personal you have to have your personal picture in your profile. if you are a company need full information of your company. if this project go true, we have two other website related to our job that we will wo...

I need you to help me sign up for Insightly CRM, Customise some of the product inventory and input some data, Sign up for Quickbook and link both CRM and quick book.

Hello i need my wordpress registration form, where users can sign up to my website, be synced to my CRM as a contact. I use insighlty CRM, and Wordpress version is current. Please describe how you will accomplish this, and how much it will cost.