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INSIGHTLY INTEGRATION


Intulse's Insightly integration merges your phone with your CRM (customer relationship management). Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within Insightly and returns any contact or organization records that match.

When someone calls you instead of displaying the Caller ID you'll see the name of the contact as it appears in Insightly and can click on the name to launch their account within Insightly. You can quickly add call notes to a contact's activity and the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording.

To experience the integration between Intulse and Insightly you will need to use the Intulse App.

If you would like to have Insightly integration enabled for your account please contact Intulse support and we would be happy to turn it on for you.

CONNECTING INSIGHTLY TO THE INTULSE APP

This guide assumes that you already have the Intulse App on your favorite device and that you are already logged in. If you need help getting into the App click here to learn more.

Intulse App Insightly Settings

  1. Click the More icon on the menu
  2. Click Insightly in the More menu
  3. Enter your Insightly API key
  4. Optionally, you can enter a 10 and 11 digit search pattern
    • You customize how we search for 10 and 11 digit phone numbers in Insightly. If you don't store phone numbers in the default format then you will need to fill in this field.
  5. Click the Save button to save your changes

If you are an Admin in the Intulse App you have access to additional settings:

  • Optionally you can enter a custom organization field if you would prefer to show a custom field from Insightly instead of linking to a contacts default organization
  • Optionally, you can override the base URL we use to create links to Insightly
    • For example, if your organization always uses Google Apps integration with Insightly then you would fill in https://googleapps.insight.ly/
  • You can turn automatic call logging on/off. This will cause every incoming and outgoing call that can be matched against a contact to be logged right after the call ends.

For more information about Insightly, check out their website!