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Products
Features
Devices
Pricing

Insightly

Insightly

Insightly

Insightly

Integration Type

Integration Type
Integration Type
Integration Type

Client Add-in

Add-in Classification

Add-in Classification
Add-in Classification
Add-in Classification

Controlled

Product / License Type

Product / License Type
Product / License Type
Product / License Type

Unite

Application Information

Application Information
Manufacturer
Manufacturer

Insightly

Insightly

Application
Application

Insightly

Insightly

Market
Market

General CRM

General CRM

Supported Features (related to latest supported release)

Supported Features (related to latest supported release)

Address Book Search

Address Book Search

Caller details preview

Caller details preview

Pop contact in edit mode

Pop contact in edit mode

Additional features

Additional features

Live Mode

Live Mode

Live Mode

Live Mode

Click to dial via Telogix

Click to dial via Telogix

Manual screen pop

Manual screen pop

Automatic call activity logging

Automatic call activity logging

Integration with Notes

Integration with Notes

Cached Mode

Cached Mode

Click to dial via business application

Click to dial via business application

Auto screen pop

Auto screen pop

Manual call activity logging

Manual call activity logging

Add contact

Add contact

Notes / Advisories

Notes / 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.

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.

Other Information

Other Information
Operating System
Operating System

Windows

Windows

Installation Options
Installation Options

Optional

Optional

Product
Product

Telogix Connector v4

Telogix Connector v4

References

References

Insightly (http://insightly.com/)

Insightly (https://insightly.com/)

Insightly (http://insightly.com/)

Insightly (https://insightly.com/)

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Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?

Your questions answered.

We'll do our best to answer your most frequently asked questions.

Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?

Your questions answered.

We'll do our best to answer your most frequently asked questions.

Still have questions?

We have answers and love to chat!

Chat Now
Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?

Your questions answered.

We'll do our best to answer your most frequently asked questions.

Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?

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©2024 TELOGIX, LLC - All Rights Reserved

Sign up to stay connected! Join our email list today!

©2024 TELOGIX, LLC - All Rights Reserved

Sign up to stay connected! Join our email list today!

©2024 TELOGIX, LLC - All Rights Reserved

Sign up to stay connected! Join our email list today!

©2024 TELOGIX, LLC - All Rights Reserved