Steps to integrate Insightly with CallHippo
Step 1: Log in to your Insightly account.
Step 2: Click on the user icon on the top-right corner and navigate to the User Settings.
Step 3: In the User Settings page copy the API key and note it down.
Steps to follow in your CallHippo account -
Step 1: Log in to your CallHippo account.
Step 2: Go to the left sidebar menu of your dashboard and click on Integrations.
Step 3: Select Insightly and click on Connect.
Step 4: Enter your Insightly API Key and click on the Connect Now button.
Step 5: Your Insightly account is connected now. Your Insightly integration completed successfully.
Features of Insightly + CallHippo Integration -
- All your Insightly Contacts and Lead will be synced with CallHippo dialer as a contact when Click to Call action is performed on it.
- Call and SMS activity will be synced as a task under the contact and will be visible to all users.
- Enable Click to Call: Install the CallHippo Click-to-Call Chrome extension - Click here
Details we will sync for Call activity:
Subject: Outgoing Call To marshal healthcare From +17XXXXXX259(Jay kumar) - Completed (00:14)
From: +175XXXXXX9
To: +18XXXXXX11
Called by: Jay kumar
Contact Person: Marshal Healthcare
Call to: Marshall Healthcare
Call Type: Outbound
Outgoing call status: Completed
Call start time: 24/09/2024 04:18 PM
Call Duration: 00:14
Call From: speaktoheli
Note: hello
Recording: www.recordings3.com
Call Tags: Interested, Not Interested
Call Disposition: Follow up, Closed won
After Call Work activity is reflected in Insightly - If you have a plan with CallHippo's Call tags and disposition and the same has been enabled, then the activity being pushed in Insightly will contain the tags and disposition data being added after the Call in the ACW screen.
Note:
- This sync only when the same has been performed on the After Call Work screen, In case tags and disposition have been added later on using the Call logs or other feed then the same won't sync to Insightly.