FreeAgent CRM Telephony Integration - XINIX
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Insightly CRM Integration

Insightly CRM Integration

Build lasting customer relationships with Insightly.Align your teams. Deliver world class experiences. Drive growth.

System Characteristics

Application Information:

Manufacturer: Insightly Inc.
Application: Insightly
Market: General CRM
Version: Using Insightly v2.1 API

Other Information:

Operating System: Windows
Installation Options: Mandatory remote installation required.
Product: Go Integrator sipdesk

Integration Type

Client Add-in

Add-in Classification

Controlled

Product/License Type

Unite

Supported Features (related to latest supported release)
Address book search
Caller details preview
Manual screen pop:
Click to dial via Sipdesk Integrator:
Additional features:
Click to dial via Go Integrator:
Auto Screen Pop
Manual call activity logging:
Automatic call activity logging:
Integration with Notes:

Notes / Advisories

The method of integration we use for Insightly is to periodically (daily) ‘cache’ the contact data which would then be available to identify the caller. This ‘cached’ contact data is used to identify callers therefore would not be ‘live’ data. The number of records held within the customer’s database may prevent this ‘cached’ option as there is a limit set by Insightly. Please let us know if the number of contact records exceeds 10,000.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

References

  1. Insightly (Product Website)
  2. Insightly Inc. (Manufacturer Website)

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