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Insightly Integration

a perfect combination, setup in 5 minutes 

Easy Setup

Missed Calls

Connected Calls

Simply add your Insightly API-Token and your Insightly URL and your are good to go! Up and running in 5 Minutes!

Records all your missed calls to your users or call queues by automatically creating a Insightly task. If the incoming number exists in Insightly the respective company and contact will be linked to the task.

All incoming connected calls are assigned to the respective Insightly user via a call activity. If the incoming phone number exist in any of your clients records, the call will be referenced to the client and opportunity.

Recording

Outgoing Calls

Call Pop-Up

All call recordings are easy accessible via HTML link from any Insightly call related activity without the need of searching the call in Fonreach.

If the incoming number is assigned to a company or contact the Fonreach call center agent will be provided with a pop-up screen containing the information stored in your Insightly CRM.

All your users calls are logged as tasks in Insightly with the respective status:
 

- Completed

- Busy

- No Answer