Why integrate with Insightly?
Automatically log inbound and outbound calls, record them and click to call inside Insightly.
- Call leads and contacts, with a single click and without leaving Insightly 😎
- Automatically log inbound and outbound calls, text messages, voicemails and missed calls with all the details you need for reporting and monitoring of your agents 📈
- Toky automatically syncs with Insightly's phone records so every time you receive a call, you will know who is calling 👀
Before you start, you need to take into account the following points:
- The synchronization time will depend on the number of contacts you have in Insightly 📊
- Every 10 minutes a synchronization process is performed for new contacts/leads ⏱
- If a contact was recently added and a call is made to that contact, the call record will appear in the contact's profile after the next synchronization.