INSIGHTLY INTEGRATION

Intulse's Insightly integration merges your phone with your Insightly 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 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 open their record within Insightly. You can quickly log calls as events related to contact records in Insightly and the event will automatically contain all the basic information about the call such as start time, duration, 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.

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.

1. Click the More icon on the menu
2. Click Insightly in the More menu
3. Enter your Insightly API key
   • You can get your API Key by logging into Insightly and going to your User Settings. Get help finding your Insightly API Key
4. Optionally, you can enter a search pattern
   • You customize how we search for 10 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.
   • Each "X" character in the pattern will be replaced by a digit in the phone number.
   • For example a patten of "(XXX) XXX-XXXX" would transform the number "717839500" into "(717) 839-5000"
5. Click the Save button to save your changes

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

• REQUIRED Before the integration can function you must enter your API URL. You can get your API URL by logging into Insightly and going to your User Settings. Get help finding your Insightly API URL
• REQUIRED Before the integration can function you must enter your Base URL. You can get your Base URL by logging into Insightly copying the relevent portion of the url from browser address bar. For example, https://crm.na1.insightly.com/
• Optionally, you can enter a default API Key
  • This will allow users that have not entered their own API Key to still use the integration but they will interact with Insightly as the user who owns this default API Key
  • IMPORTANT We do not recommend entering a default API Key.
• Optionally, you can enter a default search pattern
  • You customize how we search for 10 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.
  • Each "X" character in the pattern will be replaced by a digit in the phone number.
  • For example a patten of "(XXX) XXX-XXXX" would transform the number "717839500" into "(717) 839-5000"
  • If a user enters their own seach pattern it will override the default pattern for their searches
• 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!