Insightly CRM Integration
If you are an Insightly crm user and are looking to include call tracking and intelligent automation an API integration with CallAction is your solution.
Extend Insightly with CallAction to help with your lead capture, data-entry, immediate lead response and long term lead nurturing with automation. Some other benefits of the integration include:
Eliminate manual data-entry of inbound phone calls into Insightly CRM
Automatically save call recording transcriptions to Contact activity notes
Generate new leads into Insightly using CallAction text for info system
Respond instantly to new inbound leads with text message automation
Nuture leads using custom drip campaigns with text, video & direct to voicemail messages
Insightly Integration Steps
You can setup this integration in 5 mins or less with this two basic steps.
Get your Insightly API key
Save & active Insightly API key in your CallAction account.
This integration then gives you ability to start syncing captured lead calls, text messages & emails from CallAction directly into your Insightly CRM.
Setup Your Insightly CRM Integration
Now we will get started with the API integration between CallAction + Insightly
Get Insightly API Key
Login to your Insightly CRM account
Click top right on your Profile
Click on User Settings
Scroll to bottom on page to Insightly API key field
Copy the Insightly API key
Next, we must insert the API key into CallAction and active the integration.
Paste Insightly API Key into Your CallAction Platform
Login to CallAction
Click on your Profile in top right
Click on Integrations
Click the Insightly button
Paste your Insightly API key into the API field
Click Save All Changes
Lastly, activate which CallAction numbers you want to send integrate with Insightly.
Select CallAction Numbers to Integrate
Click on Numbers in top navigation
Click on Manage of the phone number you want to connect to Insightly
Click on Call Settings
Scroll down to button of list
Click ON the Insightly CRM
Click on Save all Changes
Repeat with any numbers you want to capture leads and sync into Insightly
Do You Have a Sales Team Insightly CRM?
You may use CallAction team account and our call broadcast lead router to distribute your inbound calls to your team and insure every call is answered in real time.
Now you can insure that every lead call answered by your sales team is inserted into the agents Insightly CRM automatically.
Get each agents individual Insightly API key
Login to each agents CallAction account and repeat steps above
If you use multiple CRM's at the same time, CallAction can also push data to multiple systems via our other integrations.
Not Currently Using CallAction with Your Insightly CRM?
Learn first hand how this CallAction.co + Insightly integration can save you time, make you more money and improve your lead conversion rates. We offer a free 14-day trial and demo or our services.
Take 10 mins to signup for CallAction now to try this Insightly integration.