Insights

Burhan Kesapli
  • Updated

Who can access insights?

  • Users with the permission Insights can view and edit the settings

Insights is an add-on that can be purchased. To find out how you do it, go here and read more under the headline Add-ons.

Access insights

  • To access insights, click SETTINGS_GEAR.svg expand the list INTEGRATIONS.svg insights

Insights integrations

Connect integrations for Insights to get contact insights on incoming calls, etc.

Sort integrations from top to bottom in term of priority by dragging this DRAG.svg

Connect integration

  • Custom webhooks can be used to make an integration with a system for number lookup so that additional information can be displayed on incoming calls or fetch calls to an external call recording feature/storage.

    To add a custom webhook integrations please contact customer care for more information

  • With HubSpot connected you can automatically log calls made from the app in HubSpot. You can also:

    • See info on incoming calls
    • Show contact in HubSpot
    • Add new HubSpot activity, note, task, call & meeting
    • Show and expand activities in the app
    Connect HubSpot
    1. Click ADD_SQUARE.svg
    2. Choose HubSpot
    3. Name the integration and click connect
    4. A page will open in your browser
    5. Login with your HubSpot credentials
    6. Choose an account
    7. Click connect

    You need to have App marketplace permission or Super Admin permission in HubSpot to integrate it with the app

  • Once you have connected Upsales, you will see directly on the contact card if the contact is in Upsales or not. You can also:

    • Get information from Upsales about the caller during calls
    • View and expand deals, meetings and activities in the app
    • Direct link to the contact in Upsales
    Integrera Upsales
    1. Click on ADD_SQUARE.svg to connect a new integration
    2. Choose Upsales
    3. Name the integration
    4. Get your API key from Upsales
    5. Enter the API key in the app
    6. Click on connect
  • With Zoho connected you can automatically log calls made from the app. You can also:

    • See caller info on incoming calls
    • Expamd contact in Zoho
    • Add new activity, note, task, call & meeting
    • Show and expand activities in the app
    Connect Zoho
    1. Click ADD_SQUARE.svg
    2. Choose Zoho
    3. Name the integration and click connect
    4. A page will open in your browser
    5. Login with your credentials
    6. Accept the terms of the integration
  • Once you have integrated Lime CRM, calls will automatically be logged from the app directly in Lime. You can also:

    • Get information about the caller on incoming calls
    • Expand the person in Lime
    • Add a deal, to-do and history
    • View and expand activities in the app
    Integrate Lime
    1. Click on ADD_SQUARE.svg
    2. Select Lime CRM
    3. Name the integration
    4. Enter your "Client URL" found under Profile -> API Documentation.
    5. Generate an API key via Lime and paste it into the app
    6. Click connect
    7. Click EDIT PEN.svg the integration you just connected, toggle on log calls automatically

    To integrate Lime CRM with the app, you need to be an administrator in Lime.

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