INSIGHTLY INTEGRATION

Intulse's Insightly integration merges your phone with your Insightly CRM account. With the integration enabled, any screen in the Intulse App that would normally display a simple phone number will instead automatically search the caller ID within Insightly and return any contact records that match.

When you receive an incoming call, instead of displaying the caller ID, your phone system will display the name of the caller as it appears in your Insightly records. You can click on the caller’s name to open their records within Insightly. You can quickly add your own commentary to the call log, which will automatically contain basic information about the call, such as the user and extension on your system with whom the call was connected, the date and start time of the call, the duration of the call, whether the call was inbound or outbound, and the external phone number. A copy of the call recording is also attached to the call log if it was recorded.

You will be able to start calls to Insightly contacts directly from within the Intulse App by simply searching for a contact name on the My Phone screen.

Furthermore, if you have the Intulse Companion App installed in your browser, you will be able to start calls and text message conversations directly inside Insightly by simply clicking on a phone number.

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 have already installed and logged into the Intulse App on your favorite device. If you need help installing and navigating the App, click here for a complete walkthrough.

System Administrators

1. Open the Intulse App and select the More tab in the menu.
2. Select Insightly from the More menu.
3. REQUIRED Before the integration can function, you will need to 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.
4. REQUIRED You will also need to enter your Base URL. You can get your Base URL by logging into Insightly and copying the relevant portion of the URL from browser address bar. For example, https://crm.na1.insightly.com/.
5. 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. They will interact with Insightly as the user who owns this default API Key.
   • IMPORTANT We do not recommend entering a default API Key.
6. Optionally, you can enter a default search pattern.
   • You can 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 pattern of "(XXX) XXX-XXXX" would transform the number "717839500" into "(717) 839-5000".
   • If a user enters their own search pattern, it will override the default pattern for their searches.
7. You can choose whether to Enable automatic call logging for your organization. This will cause every incoming and outgoing call that can be matched against a contact to be logged right after the call ends.
8. You have the option to use the drop-down list to select users who should be excluded from automatic call logging.
9. Follow the additional steps for All Users.

All Users

1. Open the Intulse App and select the More menu tab.
2. Select Insightly from 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.
4. Optionally, you can enter a default search pattern.
   • You can 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 pattern of "(XXX) XXX-XXXX" would transform the number "717839500" into "(717) 839-5000".
5. Click the Save button to save your changes.

For more information about Insightly, check out their website!