CallHippo + 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!
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Insightly Integration Feature
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.
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.
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.
Make Calls from Insightly
Use Click-to-Dial within Insightly to reach out faster and start talking right away. Track any assignment changes made via CallHippo directly in Insightly.
Use callback requests to ensure a missed call never means a lost lead.
Power Dial through sales leads after loading a list from Insightly. It enables your sales agents to call a long list of customers or prospects promptly.
Track All Your Call Activities on Insightly
With Insightly integration, you can keep a tab on all your call activities directly from Insightly. All call logs, messages, and every other activity is tracked and automatically registered in the activity section of that particular contact.
Thus, it eliminates the need to swap between different windows.