Insightly Integration

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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.

Data Synchronization

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.

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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.

integrate callhippo with pipedrive

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.

integrate callhippo with pipedrive

How to Integrate Insightly with CallHippo

OTHER INTEGRATIONS

Zoho CRM Plus integration with CallHippo

Zoho’s CRM Plus Integration allows you to have all your call activity in one place. Integrate CallHippo with Zoho to call your prospects and sync all your calling activities from CRM itself.

Pipedrive phone integration with CallHippo

Pipedrive’s Integration allows you to have all your call activity in one place. Integrate CallHippo with Pipedrive to call your prospects and sync all your calling activities from CRM itself.

Freshdesk integration with CallHippo

Freshdesk Integration allows you to have all your call activity in one place. Integrate CallHippo with Freshdesk to call your prospects and sync all your calling activities from CRM itself.

Zendesk integration with CallHippo

Zendesk Integration allows you to have all your call activity in one place. Integrate CallHippo with Zendesk to call your prospects and sync all your calling activities from CRM itself.

Slack integration with CallHippo

Slack Integration allows you to have all your call activity in one place. Integrate CallHippo with Slack to call your prospects and sync all your calling activities.

Intercom integration with CallHippo

Intercom’s Integration allows you to have all your call activity in one place. Integrate CallHippo with Intercom to call your prospects and sync all your calling activities from CRM itself.

Intercom integration with CallHippo

Intercom’s Integration allows you to have all your call activity in one place. Integrate CallHippo with Intercom to call your prospects and sync all your calling activities from CRM itself.

Zapier integration with CallHippo

Zapier Integration allows you to have all your call activity in one place. Integrate CallHippo with Zapier to call your prospects and sync all your calling activities from CRM itself.

Hubspot integration with CallHippo

Hubspot Integration allows you to have all your call activity in one place. Integrate CallHippo with Hubspot to call your prospects and sync all your calling activities from CRM itself.

Groove Integration integration with CallHippo

Groove Integration allows you to have all your call activity in one place. Integrate CallHippo with Groove to call your prospects and sync all your calling activities from CRM itself.

DISCOVER HOW TO SET UP YOUR CALLHIPPO - INSIGHTLY INTEGRATION HERE!

You are in Good Company

Karan Vasita

Published by

Last updated: July 30, 2020

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