Insightly Integration

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!

Awards and Reviews

G2 awardCapterra awardsSoftwareSuggest Awards

Get Started Now!

+
OR

By signing up, you agree to our Terms & Privacy Policy

Insightly Integration Feature

Interaction
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.

Productivity
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.

Workflow
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
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.

Want to Integrate Insightly with CallHippo?

Schedule a Free Demo

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.

Insightly
iInsightly

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.

Other Integration

You Are In Good Company

Discover How To Set Up Your Callhippo - Insightly Integration Here!

Request a free demo
CallHippo

Published by Nishita

Last updated: May 12, 2021