philiprlittle Silver Partner Joined Dec 15, 2021 Messages 24 Reaction score 4 Jun 24, 2022 #1 Does Insightly CRM work with 3CX and if so, what is the feature set? Thank you, Philip
Evolute IT 3CX MVP Gold Partner Advanced Certified Joined Feb 6, 2018 Messages 11,249 Reaction score 7,113 Jun 24, 2022 #2 There's no integration template for this CRM built into the system. That being said, since that one has an API, you can create your own (or hire someone to build it for you. CRM API Docs: https://support.insight.ly/en-US/Knowledge/article/1447/Working_with_the_Insightly_Web_API/ 3CX Integration Docs: https://www.3cx.com/docs/crm-integration/ (see here also for the features supported.) Reactions: philiprlittle
There's no integration template for this CRM built into the system. That being said, since that one has an API, you can create your own (or hire someone to build it for you. CRM API Docs: https://support.insight.ly/en-US/Knowledge/article/1447/Working_with_the_Insightly_Web_API/ 3CX Integration Docs: https://www.3cx.com/docs/crm-integration/ (see here also for the features supported.)
philiprlittle Silver Partner Joined Dec 15, 2021 Messages 24 Reaction score 4 Jun 24, 2022 #3 Great, thank you.