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.
- 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
Click on “General” to open the general settings page. Here you can configure when you want to open the contact record in Nutshell (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).
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.
