Insightly phone system integration

Integrate Insightly with CircleLoop- the better business phone system.

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What does CircleLoop + Insightly Integration give you?

These are just a few of the added benefits you’ll get

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    Instant Click-To-Call

    Your Insightly contacts' phone numbers become clickable links.

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    Contact & Lead Sync

    Automatic sync of your Insightly contact and lead data into CircleLoop.

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    Call Activity Logging

    Every call, voicemail and call recording can be logged in Insightly as Notes.

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    Enhanced Inbound Caller ID

    If the contact is in your Insightly, you'll see full contact details and tags on the inbound call.

Smart features that save you time and money

Self service

Add a Platinum, Gold, Silver or Bronze number to your CircleLoop account

Desktop and Mobile Apps

As a cloud-based phone we run using VoIP (voice over internet protocol), so you can make and receive calls on your mobile or desktop.


CircleLoop can sync up with deskphones, so if you still need a physical phone presence we can help there too.

Number Porting

Port your old number over to CircleLoop, so you haven’t got to worry about losing key inbound prospects.


While our apps lessen the worry of missing a call, we offer voicemail transcribing for any voicemails left to your CircleLoop numbers.

Out of Hours Routing

Set the days and times you are available, route calls to another team, menu or external number

Call Transfer

Transfer calls to another team, menu or another user


All voicemails can be converted to text and sent to your activity feed or email

Conference Calling

Every user gets their own conference room, to arrange group calls with ease

Call Recording

Call recording lets your sales team learn from their mistakes and improve their calls, plus they don’t have to worry about taking note or missing a detail.

Call Greetings & Menus

If people need to return your sales calls, you can set up in-call menus to direct callers to the right place.

Call Forwarding

Send inbound calls to mobile phones or other landline numbers


Similar Integrations

Check out our growing list of powerful integrations and webhooks helping your team save time and get more done.

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Already using Circleloop? All you need to do is link your CircleLoop Insightly accounts.

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