Insightly (API v2.1) CRM Integration

System Characteristics

Application Information:

Manufacturer:	Insightly
Application:	Insightly
Market:	General CRM
Version:	Using Insightly v2.1 API

Other Information:

Operating System:	Windows
Installation Options:	Mandatory remote installation required.
Product:	Go Integrator Nava

Supported Features (related to latest supported release)

Address Book Search

Click to dial via Communicator for Xinix

Click to dial via business application

Caller details preview

Manual screen pop

Auto screen pop

Automatic call activity logging

Manual call activity logging

Additional features

Integration with Notes

Related data

Note/Advisories

The method of integration we use for Insightly is to periodically (daily) 'cache' the contact data which would then be available to identify the caller. This 'cached' contact data is used to identify callers therefore would not be 'live' data. The number of records held within the customer’s database may prevent this 'cached' option as there is a limit set by Insightly. Please let us know if the number of contact records exceeds 10,000.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Client Add-in

Controlled

Unite