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Talk to a Product Specialist
Support
Billing
Resources
Login
Talk to a Product Specialist
Support
Billing
Resources
Login
Insightly
Insightly
Insightly
Insightly
Integration Type
Client Add-in
Add-in Classification
Controlled
Product / License Type
Unite
Application Information
Manufacturer
Insightly
Application
Insightly
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
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.
Other Information
Operating System
Windows
Installation Options
Optional
Product
Telogix Connector v4
References
Insightly (http://insightly.com/)
Insightly (https://insightly.com/)
Integration Type
Client Add-in
Add-in Classification
Controlled
Product / License Type
Unite
Application Information
Manufacturer
Insightly
Application
Insightly
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
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.
Other Information
Operating System
Windows
Installation Options
Optional
Product
Telogix Connector v4
References
Insightly (http://insightly.com/)
Insightly (https://insightly.com/)
Integration Type
Client Add-in
Add-in Classification
Controlled
Product / License Type
Unite
Application Information
Manufacturer
Insightly
Application
Insightly
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
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.
Other Information
Operating System
Windows
Installation Options
Optional
Product
Telogix Connector v4
References
Insightly (http://insightly.com/)
Insightly (https://insightly.com/)
Integration Type
Client Add-in
Add-in Classification
Controlled
Product / License Type
Unite
Application Information
Manufacturer
Insightly
Application
Insightly
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
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.
Other Information
Operating System
Windows
Installation Options
Optional
Product
Telogix Connector v4
References
Insightly (http://insightly.com/)
Insightly (https://insightly.com/)
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!
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!
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?
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC - All Rights Reserved
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC - All Rights Reserved
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC - All Rights Reserved
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC - All Rights Reserved