Insightly CRM Integration with 3CX PBX
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Insightly Integration

Insightly Integration

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On this topic

Insightly Integration

Introduction

Pre-requisites

Admin configuration of the Insightly Integration

Users Configuration of the Insightly Plugin

General configuration

Insightly configuration

Introduction

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.

Pre-requisites

  • 3CX v15 PRO edition
  • 3CX Client for Windows V15 installed
  • Insightly account.

Important Note: Insightly plugin uses Basic Authentication.

Admin configuration of the Insightly Integration

To download the plugin go to Dashboard > Updates Page. From the “Integration Category” Download Insightly . To assign the Insightly Plugin to the Extension go to the Extensions page and assign the Insightly plugin to the Extension(s) of your choice.

Users Configuration of the Insightly Plugin

From the 3CX client for Windows, press the Settings button.

Select the Advanced Settings > Integration. The configuration dialog will be shown.

On the General settings you can configure the Contact Open Mode and the Behavior of the Plugin.

General configuration

Click on General to open the general settings page. Here you can configure when you want to open the contact record in Insightly (on ring, upon answer, or don’t open it), and if you only want to open the contact record if the Caller ID length is larger than a number of digits (so it’s not launched when another extension is calling you).

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If you also want to automatically enter notes for the Call History, you must check the Enable Journaling option. When this option is set, the plugin will create a new note in Insightly , already bound to the contact matched, when the call ends. If you want to create a new contact when the Caller ID is not found in Contacts or/and Accounts or/and Leads, just check the option.

In the Behavior section you can also change the maximum digit length to compare. When an inbound call arrives to your extension, the caller ID may have different formats depending on your PSTN or VoIP Provider. It could have an international format (including the country code), national format (including the region or city code), or local format (including only the local number).

Also, you may have created your contacts’ phone numbers in your Insightly account with prefixes that are not present in the caller ID, such as mobile phone prefixes. In this case, to match the caller ID with the contact’s phone number, you need to specify the maximum digit length to compare parameter. Usually this parameter should be the length of your local phone number.

The Insightly plugin will compare the final number digits of the Caller ID with the final number digits that appear in your contact’s phone number. If you configure this parameter to compare a high number of digits, there's a greater chance that the Caller ID will match up with the contact, but it's possible that the Caller ID will not always match up with some contacts. If you configure the maximum digit length to compare to a lower number of digits, you get less accuracy when matching the Caller ID with your contacts.

Insightly configuration

On the Insightly settings you can configure your account credentials and the Contact Lookup.

In the Contact Lookup section you can choose to look for contact information in the Contacts and / or Accounts tables, and / or Leads and select the lookup order in these tables. And finally, when opening a contact record, you can specify if you want it opened in your default browser, or configure the plugin to open the contact record in another browser.

From the Insightly configuration you will need the following:

  1. Domain
  2. API key

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To get your API key you need to login to your Insightly Account. Go to Profile> User Settings. Scroll until you find your API key

After you finish configuring the Insightly plugin, you need to restart the 3CX Client.


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