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.
- Make sure you get the Insightly API Key and subdomain before starting the configuration process.
- 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.