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Insightly

Insightly

Insightly

Insightly

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?

©2024 TELOGIX, LLC - All Rights Reserved

©2024 TELOGIX, LLC - All Rights Reserved

©2024 TELOGIX, LLC - All Rights Reserved

©2024 TELOGIX, LLC - All Rights Reserved