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, 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
How to Integrate with Insightly
To integrate Toky with Insightly CRM you must go to the integration settings panel do the following:
Login to the Toky Dashboard
Click on Integrations in the Help section
Find Insightly in the list of integrations and click on it
In the right pane, you will see the steps to follow to enable Insightly CRM integration with Toky.
The synchronization time will depend on the number of contacts you have in Insightly
Every 10 minutes synchronization process is performed for new contacts/leads
If a contact is recently added and a call is made to that contact, the call record will appear in the contact's profile at the next synchronization
If you use other products you would like to see integrated please send us a note at email@example.com. You can learn more about all existing Toky integrations and importers here.