Integrate your leads Insightly

CallRoot creates a lead automatically on Insightly and log activity corresponding to the lead.

Insightly Call Tracking Integration

Feature

Track your Activities

View your daily interactions with customers and keep track of every activity that's important to your business.

Feature

Access call recordings/voicemails

CallRoot records every call you make, ensuring a storage of each and every crucial detail of your customer.

Feature

Contact sync

All your Pipedrive contacts are synced. You can be sure of never losing them.

Source of every lead.

Track Your Leads.

Why you need CallRoot?

Integrate all your Leads with Insightly

Get Potential leads directly on your Insightly account

Schedule a Free Demo

Track your leads directly from your Insightly account.

Track all your calling activities on Insightly

CallRoot creates activities on your Insightly account for every call you receive.

Access call recordings.

Listen to call recordings in Insightly.

How to integrate Insightly with your CallRoot account?

Help and Support

Help center

Get access to our knowledgebase and find answers to some of the frequently asked questions.

Email support

Got queries? Ping us at help@callroot.com

Live Chat support

In case of any urgent queries, please feel free to ping us on our live chat icon (bottom right of every page)

Tutorial sessions

We do provide on-request tutorial sessions via Skype or Hangouts.

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