Contacts, leads and organisations
Insightly keeps leads separate from contacts and links contacts to organisations. We check the right records before logging, so calls never land on a duplicate.
Integration · Aircall to Insightly
Aircall and Insightly integration
Insightly keeps your contacts, opportunities and projects together, and Aircall handles your calls. We connect them so each call lands on the right Insightly record and the follow-up is never left to memory. It is a one-time setup by our team, not a monthly middleware subscription.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Aircall
Insightly
One call ends in Aircall. In Insightly:
- Call noted in InsightlyOn the contact or lead, with the rep
- Tag updates the opportunityStage or field, as you choose
- Follow-up task createdFor the record owner
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Who connects Aircall and Insightly
Insightly suits businesses that sell and then deliver: the opportunity turns into a project, and the same customer record follows the work. Those teams talk to customers on the phone before and after the sale, and Aircall is a common choice for that calling.
Without a connection, the call history lives in Aircall while the sale and the project live in Insightly. Connecting Aircall to Insightly keeps every conversation on the customer, so sales can see what delivery discussed and delivery can see what sales promised.
- Sales teams using Insightly pipelinesCall outcomes move opportunities, and call-backs become tasks automatically.
- Project-based businessesCalls with customers during delivery stay on the same record as the original sale.
- Teams looking for an auto dialer with InsightlyAircall’s dialing and Insightly’s records work together without copying anything by hand.
What we connect between Aircall and Insightly
A typical setup. We adjust each line to how your team uses Aircall and Insightly.
When this happensThis is what you get
A call endsA note on the matching Insightly contact or lead, with the rep and call length
A tag on the callThe opportunity stage or a contact field you choose, per tag
A comment on the callAdded to the note
The call recordingLinked from the note
A missed call or voicemailA follow-up task for the record owner
A caller who is not in Insightly yetA new lead, checked against existing contacts and leads first
Field mapping, event by event
Each Aircall event and exactly what it writes in Insightly. Pick an event to see its fields.
1. Trigger · Aircall
When a call ends
Every call made or received in Aircall
2. Action · Insightly
Log the note
In Insightly, on the contact — Where your team already works
Insightly field
Mapped from
What happens
Activity date
Call start time15 Sep, 4:00 pm
Shown in your time zone
Call start time15 Sep, 4:00 pm
Shown in your time zone
Call length
Call length3 min 04 s
Stored the way Insightly expects
Call length3 min 04 s
Stored the way Insightly expects
Direction
Call directionInbound
Inbound or outbound
Call directionInbound
Inbound or outbound
Call outcome
TagsInterested
Matched to your own list of outcomes
TagsInterested
Matched to your own list of outcomes
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Call notes
CommentsAsked for pricing
Saved as note text
CommentsAsked for pricing
Saved as note text
Owner
Rep on the callMaria Lopez
Matched to the same person in Insightly
Rep on the callMaria Lopez
Matched to the same person in Insightly
Contact
Matched by phone number+1 415 555 0142
A new contact is created only if none match
1. Trigger · Aircall
When an outcome is set
A rep marks how the call went
2. Action · Insightly
Update the opportunity
In Insightly — Moves one record, not all of them
Insightly field
Mapped from
What happens
Which opportunity
Most recent open opportunityNorthwind — 12 seats
On the matching contact, owned by the rep on the call
Stage
TagsInterested
Looked up in the outcome-to-stage list we agree with you
TagsInterested
Looked up in the outcome-to-stage list we agree with you
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own Aircall calls
Your team builds and maintains every step
Where it runs
In your own Aircall and Insightly accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where Aircall and Insightly setups usually go wrong
Opportunities linked to projects
Once an opportunity becomes a project, an outcome should not reopen the sale. We agree which records calls can update at each stage.
Tags added after the call
Reps often tag after hanging up. We wait for the tag before updating anything.
Aircall users matched to Insightly users
Every Aircall user is matched to an Insightly user, so notes and tasks have the right owner.
How we set it up
- 1
Agree tags and records
Which Aircall tags you use, and which Insightly records they should update. You get a written scope with a fixed one-time price.
- 2
Access for the setup
Admin access to Aircall and Insightly. Nothing for your team to install.
- 3
We connect and test
We make test calls, set every tag and check the note, opportunity and task in Insightly.
- 4
Handover
A short document of every rule. It runs in your own accounts, with no monthly fee from us.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting Aircall and Insightly, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Questions about Aircall and Insightly
Can Aircall work as an auto dialer with Insightly?
Yes. Your team dials from Aircall, including its power dialer, and every call and outcome is saved on the matching Insightly record.
Will calls show on Insightly leads as well as contacts?
Yes. We check both for the caller and log the call on the record that matches, creating a lead only when neither exists.
Can a call create a task in Insightly?
Yes. Missed calls, voicemails and tags like call back can create a task for the record owner, due when you decide.
Is there a monthly fee?
No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us.
Rather talk it through?
Thirty minutes on how your team uses Aircall and Insightly. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Opportunity updatedProposal sent
Call-back taskAssigned to the contact owner