Live in 5–10 business days

Insightly + CallTools Integration

Connect CallTools to Insightly — 4 trigger events, 5 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.

4 Trigger events
5 CRM actions
30-day support
API / Webhook
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No commitment
Production-grade
Live Integration Log
Active
DIAL Call completed — CallTools 0.0s
SYNC Disposition + notes → Insightly 0.3s
CRM Contact updated · deal stage set 0.5s
REC Recording URL stored · task created 0.7s
OK Sync complete — rep did nothing 0.8s
Syncing in real time zero manual entry
Automation Builder — Real Triggers & Actions
Click any event to select
CallTools Triggers
E01
call_completed
Call ended with disposition
webhook
E02
call_missed
Inbound call not answered
webhook
E06
disposition_set
Agent sets disposition after call
webhook
E07
dnc_flagged
Number added to DNC list
webhook
Insightly Actions
A01
Create Contact
Creates a new contact
action
A02
Update Contact
Updates an existing contact
action
A03
Create Lead
Creates a new lead
action
A04
Create Opportunity
Creates a new opportunity/deal
action
A05
Create Note
Creates a note linked to any record
action
Field Mapping
Dialer → CRM
contact_phone
Contact.Phone / Lead.Phone
contact_name
Contact.Name / Lead.Name
contact_email
Contact.Email / Lead.Email
call_direction
Activity.Type (Inbound/Outbound)
call_duration
Activity.Duration
disposition
Contact.Lead_Status / Deal.Stage
notes
Activity.Notes / Call.Description
recording_url
Activity.Recording / Custom Field
agent_name
Activity.Owner / Task.Assigned_To
timestamp
Activity.Date / Call.Date
voicemail_url
Activity.Voicemail / Custom Field
campaign_name
Lead.Source / Contact.Campaign
ai_summary
Activity.Notes / Custom Field
CallTools Triggers
E01
webhook
call_completed
Call ended with disposition
E02
webhook
call_missed
Inbound call not answered
E06
webhook
disposition_set
Agent sets disposition after call
E07
webhook
dnc_flagged
Number added to DNC list
Insightly Triggers
T01
polling
New Record
New record of specified object type created
T02
polling
Updated Record
Record of specified object type updated
T03
polling
Updated Field
Specific field updated on a specified object
T04
polling
Deleted Record
Record of specified type deleted
CallTools Actions
A01
Create Contact
Create or update contact in CallTools
A03
Add to Campaign
Add contact to dialing campaign
A05
Add to DNC
Add number to Do Not Call list
Insightly Actions
A01
Create Contact
Creates a new contact
A02
Update Contact
Updates an existing contact
A03
Create Lead
Creates a new lead
A04
Create Opportunity
Creates a new opportunity/deal
A05
Create Note
Creates a note linked to any record
CallTools API
POST
/contacts
Create or update contact
POST
/campaigns
Manage campaign lists
GET
/calls/{callId}
Get call details + recording
POST
/dnc
Add number to DNC list
Insightly API
POST
/v3.1/Contacts
Create contact
PUT
/v3.1/Contacts/{id}
Update contact (partial PUT supported)
POST
/v3.1/Leads
Create lead
POST
/v3.1/Opportunities
Create opportunity
POST
/v3.1/Notes
Create note on any record

When an agent sets a call disposition in CallTools, the automation maps it to the correct Insightly action:

Disposition CRM Stage / Action Stage
Interested Move deal stage → Qualified SQL / Qualified
Booked / Meeting Set Create calendar event + stage update Meeting Scheduled
Not Interested Update contact status → Disqualified Disqualified
No Answer Re-queue + follow-up task or SMS Attempted (retry)
Voicemail Left Set contact status → Attempted Attempted
Callback Requested Create CRM task → Schedule Callback Callback Scheduled
Wrong Number Flag phone field as invalid Invalid
DNC Requested Set opt-out flag + suppress contact Opted Out
Busy Re-queue with delay timer Re-queue

All fields passed on every CallTools call event — mapped to Insightly fields. Highlighted fields are critical for automation:

call_id
agent_name
contact_phone
contact_name
contact_email
call_duration
disposition
notes
recording_url
campaign_name
timestamp
Also notify via
Add-on layer
Slack
Slack
Call alerts to channels & DMs
Microsoft Teams
Microsoft Teams
Adaptive cards for enterprise
WhatsApp Business
WhatsApp Business
Instant lead follow-up message
Telegram
Telegram
Lightweight bot notifications

Any of the above can be bundled with your Insightly + CallTools build.