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Integration with Insightly

Easily integrate Voxloud with Insightly with this step by step guide

Francesco Pastoressa avatar
Written by Francesco Pastoressa
Updated over 3 years ago

Exploit the full potential of Voxloud with this native integration with Insightly's CRM.

On this page you can find out everything you can do with this integration.

How to activate the integration

To enable integration, retrieve the API from the Insightly Control Panel. Click on Admin in the profile menu and then select "Configure API platforms".

Log into your Voxloud Control Panel. You can access it from this link.

Now go to the "Shop" and select the "Integrations" box.

Click on "Purchase".

Now click on "Integrations" in the left menu.

Select the Exploit the full potential of Voxloud with this native integration with Insightly's CRM.

Select the Insightly integration and click on "Integrate Insightly".

Now connect your Insightly account to Voxloud, filling the required fields clicking on "Connect your account".

Now insert the list for call logs and choose the option regarding the contact creation. Then, click on "Next".

Your Insightly integration is active!

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