Why integrate with Insightly? 

Automatically log inbound and outbound calls, record them and click to call inside Insightly.

Key features

  • 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.
Did this answer your question?