Integrate Insightly CRM with 3CX PRO

3CX provides out of the box integration with Insightly. This integration allows showing the contact record or account record or lead record on inbound calls, create a new contact directly from the Insightly web interface and creating notes with the call history of the contact or account or lead.

Integrating 3CX with Insightly is super easy and takes hardly any time at all! When integrating your PBX with your CRM application you achieve many benefits such as increased employee productivity as well as:

  • Click to Call – Launch calls straight from Insightly via 3CX
  • Call Pop-ups – The customer record is brought up to you automatically during a call
  • Call Journals – Calls are logged as call records in the CRM
  • Create a new contact automatically when a call is received from an unknown number

So go ahead and read the Insightly CRM Integration guide and see for yourself just how easy it really is.
The 3CX Plugins are available from within the Management Console under the Updates tab.

3CX also integrates with other CRM systems which can be found here. If your CRM is not in the list you can develop your own plugin, more information here. If you do not have development resources to create your own plugin, then you can fill in the 3CX CRM Integration Suggestion Form and the integration will be considered by 3CX.

Do you want to know more?

+971 4 440 5966