Insightly Integration

Intulse's Insightly integration merges your phone with your CRM (customer relationship management). Any screen in the Intulse Dashboard that would normally display a simple phone number automatically searches the caller ID within Insightly and returns any customer records that match. For example, when someone calls you instead of displaying the caller id you'll see the name of the person as it appears in Redtail and can click on the name to launch their account within Insightly. You can quickly add call notes to a customer's activity details, the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording.

To experience the integration between Intulse and Insightly you will need to use the Intulse Dashboard App.

Integration Information

  • Insightly API Key Required
    You can get your API key by logging into Insightly and going to your User Settings. Get help finding your Insightly API key
  • 10 Digit Search Pattern Optional
    Insightly does not store phones in a standardized format. As a result we must search for phone numbers in a formatted way. By default will format 10 digit phone numbers in the format XXX-XXX-XXXX. You customize how we search for 10 digit phone numbers in Insightly. If you don't store phone numbers in this default format then you will need to fill in this field, otherwise you should leave this blank.
  • 11 Digit Search Pattern Optional
    Insightly does not store phones in a standardized format. As a result we must search for phone numbers in a formatted way. By default will format 11 digit phone numbers in the format X-XXX-XXX-XXXX. You customize how we search for 11 digit phone numbers in Insightly. If you don't store phone numbers in this default format then you will need to fill in this field, otherwise you should leave this blank.

Admin-Only Settings

As an admin you have some additional settings. Supplying some default information can save each user from having to enter this information, but all information will be saved in Insightly as coming from the same user.

  • Default Insightly API Key Admin's Only Optional
    You can get your API key by logging into Insightly and going to your User Settings. Get help finding your Insightly API key
  • Default 10 Digit Search Pattern Admin's Only Optional
    Insightly does not store phones in a standardized format. As a result we must search for phone numbers in a formatted way. By default will format 10 digit phone numbers in the format XXX-XXX-XXXX. You customize how we search for 10 digit phone numbers in Insightly. If you don't store phone numbers in this default format then you will need to fill in this field, otherwise you should leave this blank.
  • Default 11 Digit Search Pattern Admin's Only Optional
    Insightly does not store phones in a standardized format. As a result we must search for phone numbers in a formatted way. By default will format 11 digit phone numbers in the format X-XXX-XXX-XXXX. You customize how we search for 11 digit phone numbers in Insightly. If you don't store phone numbers in this default format then you will need to fill in this field, otherwise you should leave this blank.
  • Custom Organization Field Admin's Only Optional
    By default we display a contac't default organization from Insightly. If you would prefer to show a custom field from Insightly instead of linking to a contacts default organization then you can fill in the custom field name here. This is an advanced feature, if you're not sure what you're doing leave this field blank.
  • Override base URL for links Admin's Only Optional
    For example, if your organization always uses Google Apps integration with Insightly then you would fill in https://googleapps.insight.ly/ This is an advanced feature, if you're not sure what you're doing leave this field blank.

For more information about Insightly, check out their website!

Rev. Apr 20, 2018