Integration with Insightly
Voxloud lets you connect your business telephony to Insightly with just one click, centralising the data in a single interface and using the Insightly data to help provide a context to your interactions with customers.
This integration allows you to increase business productivity with the following features:
- Automatic customer identification for incoming calls based on the Insightly contacts list
- Access to the Insightly contacts list from the PC app
To activate the integration, simply connect Insightly to Voxloud by activating the integration with one button.
What you will see in Insightly
- In contact details, you will be able to see all the calls made, missed, received or the voicemail messages related to the contact.
- From the contact details you can easily access the call recording with a click
- Integration of contacts related to contact in Voxloud
To activate the integration, simply connect Insightly to Voxloud by clicking on the activation button at the top right.
Need help activating the integration?
Click on “Documentation” to access a step-by-step guide to activating the integration in just a few simple clicks.
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