Manage Your Sales & Support With Our Insightly Integration
Make & receive client calls seamlessly right from Insightly without switching applications. With CallHippo’s Insightly integration, you can now keep a tab on all your call activities directly from Insightly. Get all your call activities, texts, call recordings, and voicemails logged automatically under “Contacts and Deals”. Sign up with CallHippo to experience the benefits now!
INSIGHTLY INTEGRATION FEATURES
Personalize Every Interaction
CallHippo instantly displays a customer’s Insightly contact history and information when a call is connected. Agents can use this information to personalize interactions and provide optimal service.
Boost Agent Productivity
Save agents the inefficiency of switching between two applications with the ability to perform CallHippo's actions within Insightly. Agents will be able to create activities and update notes without ever leaving Insightly.
Streamline Agent Workflow
CallHippo’s automated workflows eliminate the need to manually enter data in two different systems. Save agents time by configuring certain CallHippo events to automatically trigger Insightly actions.
CallHippo automatically synchronizes contacts and activities, between Insightly and CallHippo in real-time. When agents have the most up-to-date information, they can better serve your customers’ needs.
Want to Integrate Insightly
Make calls from Insightly
Get a click-to-call button next to the phone numbers on your Insightly.
Click it and call your leads and customers right from the Insightly.
Track all your call activities on Insightly
With Insightly integration, you can keep a tab on all your call activities directly from the Insightly. Thus, it eliminates swapping between different windows.