Phone integration for Insightly
This integration is available for all phone solutions from our partners and vendor-based phone solutions like Cisco-Broadsoft Telepo. Your phone solution not connected yet? Please contact us!
- Recognize contact on ringing with configurable Popup
- Native Windows Popup
- Browser Popup support (Apple-iOS)
- Open contact card in Insightly
- Click-to-Dial from Insightly
- Configurable Click2Dial hotkey for Insightly
“Hello miss Johnson; how can I help you today?”
Stop bothering your customers by asking for relation numbers or other contact information.
Instead, give your customers a warm recognizable welcome!
Contact data of API-based integrations are updated in the background so your contact popup is always up-to-date!
Download configuration manual