Skip to main content
System Status    

How to enable the Insightly Integration?

  • Updated

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.

How to Integrate with Insightly

To integrate Toky with Insightly CRM you must go to the integration settings panel do the following:

  1. Login to the Toky Dashboard

  2. Click on Integrations in the Help section

  3. Find Insightly in the list of integrations and click on it

  4. In the right pane, you will see the steps to follow to enable Insightly CRM integration with Toky.

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

Toky-insightly-integration.gif

Note: 

  • 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