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.