How to Integrate Your Insightly Account with KrispCall?

Integrating your Insightly account with KrispCall can simplify your workflows and customer relationship management, making it easier to track calls, manage contacts, and stay organized.

Whether you're looking to improve team collaboration or enhance customer engagement, this integration offers an effortless way to bring all your tools together.

In this guide, we’ll explore the key benefits and walk you through the steps to successfully integrate KrispCall with Insightly.

Benefits of Integrating KrispCall with Insightly

Here are some major benefits of KrispCall and Insightly integration:

Tailored Customer Interactions

With KrispCall and Insightly CRM working together, agents can access detailed customer information before every call. This information includes things like customer preferences and past issues, helping agents greet customers warmly and solve problems faster. As a result, every interaction feels more personal and meaningful, making customers feel valued.

Moreover, knowing what each customer prefers can speed up call resolution times, which is helpful for both customers and agents. This means that each call is not just about solving problems but also about building a friendly relationship. In this way, personalized integration turns each call into a better experience for everyone involved.

Better Team Collaboration

By integrating KrispCall with Insightly, all call logs, contacts, and recordings are automatically saved in one place. This makes it easy for every team member to see the whole picture of each customer relationship. Having all this information in one spot helps team members work together, ensuring everyone knows what's going on with each customer.

Furthermore, when agents can share information seamlessly, it leads to faster and better service. Team members can simply look up the information they need without having to ask around. As a result, team collaboration becomes smoother, benefiting both the team and the customers.

Streamlined Lead Tracking

With KrispCall and Insightly integrated together, all call activities are recorded automatically, making it easier to keep track of potential customers or leads. Agents can see call history and details in one place, helping them understand how interested someone might be in their product. This allows agents to follow up in a timely manner, showing customers they are attentive and ready to help.

Additionally, having this information logged saves time, as agents don't have to manually enter details after each call. They can focus more on making connections and helping leads. Overall, this integration leads to smarter follow-ups and a better chance of turning leads into customers.

Improved Customer Loyalty

KrispCall and Insightly make it easy for agents to access call data like duration, recordings, and voicemails. By studying this information, agents can learn about customer behavior, spotting any patterns that might help in keeping clients satisfied. This understanding helps agents build plans to make sure customers stay happy and loyal.

In addition, knowing the details of past calls helps agents solve any issues more quickly. With each interaction, agents can make customers feel appreciated, building trust and loyalty. This means clients are more likely to return for more, improving the company's overall success.

Boosted Efficiency and Teamwork

With all customer histories and interactions stored in Insightly, agents get a full view of each customer's journey. This makes it easier to manage calls and solve problems efficiently, saving time and effort. Having everything in one place helps agents stay focused, leading to better organization and higher productivity.

Also, this integration encourages a team approach, as everyone can access the same information. Agents can collaborate effectively, working toward shared goals, and improving the overall experience for customers. Altogether, KrispCall and Insightly CRM create a more productive and connected team environment.

How to Integrate Your Insightly Account with KrispCall?

Follow these simple steps to integrate your Insightly account with KrispCall:

Step 1: Log in to your KrispCall account and head to the Settings section to begin the integration.

Step 2: In**** App Settings, locate and click on Integrations to access available integrations.



Step 3: On the Integrations page, a list of CRMs and tools will appear. Scroll to find Insightly and click the Connect button to proceed.


Step 3: A pop-up will request your Insightly API key and email.



Step 4: To find the API key, log in to Insightly and open User Settings.



Step 5: In User Settings, scroll to locate and copy your API key.



Step 6: Back in KrispCall, paste the API key and enter your email, then click Submit.



Step 7: A success message will confirm that Insightly is now active in your integrations.

Integration Settings

To adjust integration settings, click on the three dots menu and select "Edit." From here, users can access a variety of settings to customize as needed.

General Settings

General settings are the first available options, with three key settings provided. By default, all toggle switches in General Settings are set to “On.”



Create New Contacts for Calls: This toggle enables one-way contact syncing. When enabled, contacts created in KrispCall are synced to Insightly. If turned off, contacts won't sync.

Contacts 2-Way Sync: This toggle supports two-way syncing. With this on, contacts created in Insightly also sync to KrispCall. This option also allows an initial sync of any pre-existing contacts on either side.

Notes Logging: This toggle controls the syncing of notes made or edited during calls or in the conversation box. Disabling it will stop syncing notes to Insightly.

Workflow Settings

Workflow settings are next, with all options initially set to log as Calls (Engagements). Users can modify these according to their needs.



Log Outgoing Answered Calls as Calls (Engagements)/Disabled: When set to Calls (Engagements), outgoing answered calls are synced to Insightly. If set to Disabled, they are not synced.

Log Outgoing Unanswered Calls as Calls (Engagements)/Disabled: Setting this to Calls (Engagements) enables syncing of outgoing unanswered calls to Insightly; setting it to Disabled prevents syncing.

Log Incoming Answered Calls as Calls (Engagements)/Disabled: When enabled as Calls (Engagements), incoming answered calls are synced to Insightly. When Disabled, they will not sync.

Log Incoming Unanswered Calls as Calls (Engagements)/Disabled: When enabled as Calls (Engagements), incoming unanswered calls are synced to Insightly. If Disabled, they won’t sync.

Log Voicemail as Calls (Engagements)/Disabled: Setting this to Calls (Engagements) will sync voicemail logs to Insightly; setting it to Disabled will prevent syncing.

Connected Numbers

This section follows workflow settings and includes one setting option.



Log Phone Calls for These Numbers: All available numbers in the channel will auto-select during the initial integration setup. New numbers purchased after integration must be manually added here.

Note: If no numbers are selected, call logs will not sync to Insightly.

Updated on: 20/11/2024