Insightly for your telephone answering service.

The Insightly CRM is a powerful tool for growing customer relationships and accelerating sales. When you integrate your AnswerConnect and Salesforce accounts, you can use that power to manage the data from your inbound telephone calls.

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How does
it work?

Your AnswerConnect-Insightly integration takes the busywork of data entry off your plate. When a customer or prospect calls your business, their contact information (name, phone number, and so on) is pushed automatically to Insightly.

You can choose to use this information to create a lead or contact. Then, your team can follow up appropriately, using the workflow you already have in place.

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Why should your business use it?

By integrating AnswerConnect with your Insightly account, all your incoming messages can be used to generate a Contact or Lead. You'll be able to:

  • Capture new leads:

    Create a new lead with all the information captured on each call. Your sales team can follow up, even if they miss the initial inbound call.

  • Create contacts:

    Create or update a Contact to keep them in sync. You'll know when your customer called and why.

  • Increase Accuracy:

    Automating the creation of Leads and Contacts removes a manual data-entry step.

Integrating AnswerConnect and Insightly brings together two great business tools to help you capture more leads, close more sales, and respond efficiently to your client messages.

Integration request.

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