Live in 5–10 business days

Insightly + Convoso Integration

Connect Convoso to Insightly — 3 trigger events, 5 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.

3 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 — Convoso 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
Convoso Triggers
E01
call_ended
Call ended with all metadata
webhook
E04
lead_disposition_changed
Call disposition updated
webhook
E05
dnc_added
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
Convoso Triggers
E01
webhook
call_ended
Call ended with all metadata
E04
webhook
lead_disposition_changed
Call disposition updated
E05
webhook
dnc_added
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
Convoso Actions
A01
Create Lead
POST /leads — create a lead
A04
Add to DNC
POST /dnc — add to DNC 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
Convoso API
POST
/leads
Create a lead
PUT
/leads/{id}
Update lead data
POST
/campaigns/leads
Add lead to campaign
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 Convoso, 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 Convoso call event — mapped to Insightly fields. Highlighted fields are critical for automation:

lead_id
campaign_id
phone
call_duration
disposition
recording_url
tcpa_status
dnc_check_result
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 + Convoso build.