Live in 5–10 business days
Every PhoneBurner Call
Logged in < 1s.
No rep involvement.
PhoneBurner is a power dialer with OAuth 2.0 Zapier integration and a clean webhook-based event system. The Call Logged and Result Set triggers fire on every call completion. PhoneBurner's contact tags can map directly …
Technical notePhoneBurner sends result (disposition) as a custom label from your account — not a fixed enum. The integration maps your specific PhoneBurner result labels to CRM stages during setup. PhoneBurner rate limit: 300 req/min via Zapier. The recording_url field appears in the Call Logged webhook after processing (typically <30s post-call).
2 events
Trigger types from PhoneBurner
5 actions
CRM actions in Insightly
31min
saved per rep per day
Free quote in 24h
No commitment
30-day support
From $100 setup
Live Field Mapping — PhoneBurner → Insightly
Syncing
PhoneBurner
Dialer · Power Dialer / CRM Sync
OAuth 2.0
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
✓
Insightly
CRM · CRM · Project Management · Marketing
API Key (Basic Auth -- key as username, blank password)
All 13 fields mapped · real time
zero manual entry
Real-time sync
Every call logged.
Automatically.
Before your rep picks up the next one.
The PhoneBurner webhook fires the instant a call ends. Our integration processes it and updates Insightly — all in under a second. Zero rep involvement.
0%
calls logged automatically
< 1s
call end to CRM update
0min
saved per rep per day
0%
recordings in Insightly
Live integration feed — PhoneBurner → Insightly
What changes for your team
Your day before. Your day after.
The exact workflow differences between teams using PhoneBurner + Insightly manually and teams running this integration.
WITHOUT THE INTEGRATION
current state
PhoneBurner results stay in dialer — CRM deal stage never updates
Reps manually log calls to CRM after PhoneBurner sessions — 31 min/day
PhoneBurner tags set on calls — CRM contact fields never updated
Recordings in PhoneBurner only — CRM activity has no recording
WITH THE INTEGRATION
after go-live
Result maps to CRM stage on every Call Logged event — real time
Call Logged webhook fires CRM update — 0 rep effort post-call
Tags sync to CRM contact properties on every call end
recording_url mapped to CRM activity on every Call Logged event
Did you know?
What changes when PhoneBurner + Insightly are connected
These improvements happen automatically — no rep action required after each call.
? Did you know
+31%
more CRM deals created per week
Every PhoneBurner result label that maps to "Qualified" auto-creates a CRM deal. No rep remembers to do it manually.
result → dealstage
Create Deal
? Did you know
31 min
saved per rep per day
PhoneBurner Zapier users spend ~31 min/day manually updating CRM post-session. The integration fires on Call Logged — reps move straight to the next call.
Call Logged
Result Set
? Did you know
99%
of PhoneBurner calls logged to CRM
Call Logged fires for every completed call. CRM activity created automatically — result, recording URL, notes, duration. Zero gaps.
call_duration
recording_url
? Did you know
< 1s
from PhoneBurner call end to CRM update
Zapier instant trigger fires on Call Logged. CRM is updated before the rep picks up the next dial.
OAuth 2.0
real-time
Under the hood
Exactly what happens when a call ends in PhoneBurner
Every step, every API call, every field. This is how a PhoneBurner webhook becomes a Insightly record in under a second.
1
Call ends → PhoneBurner fires webhook
The moment an agent marks the call complete (or it auto-closes), PhoneBurner fires a POST webhook containing the full call payload.
/1.0/contact
{
"call_id": "...",
"agent_name": "...",
"contact_phone": "...",
// + 5 more fields
}
{
"call_id": "...",
"agent_name": "...",
"contact_phone": "...",
// + 5 more fields
}
2
Payload validated + field-mapped
The integration layer receives the webhook, validates the signature (OAuth 2.0), and maps each PhoneBurner field to the correct Insightly field — including disposition-to-stage logic.
disposition → deal_stage
recording_url → activity.recording
agent_id → owner_id
contact_phone → contact.phone
recording_url → activity.recording
agent_id → owner_id
contact_phone → contact.phone
3
Insightly API call fires
The integration calls the Insightly API (API Key (Basic Auth -- key as username, blank password)) to update the contact record, log the call activity, set the deal stage, and create a follow-up task if the disposition requires one.
POST /v3.1/Contacts
PUT /v3.1/Contacts/{id}
POST /v3.1/Leads
PUT /v3.1/Contacts/{id}
POST /v3.1/Leads
4
Complete. Rep sees nothing — Insightly is already updated.
Total time from call end to CRM update: < 1s. Rate limits: Plan-dependent; GET bulk queries may be limited; write ops not typically throttled. The rep closes PhoneBurner and moves to the next call. Insightly already has everything.
polling
Call Logged
Call completed and logged
polling
Result Set
Call result/disposition set after call
action
Create Contact
Creates a new contact
action
Update Contact
Updates an existing contact
action
Create Lead
Creates a new lead
action
Create Opportunity
Creates a new opportunity/deal
action
Create Note
Creates a note linked to any record
All fields passed on every PhoneBurner call event:
contact_id
contact_name
phone_number
call_duration
result
notes
recording_url
tags
Connection Details
DialerPhoneBurner
CRMInsightly
Dialer authOAuth 2.0
CRM authAPI Key (Basic Auth -- key as username, blank password)
ZapierAvailable
Delivery5–10 business days
From$100 one-time setup
Best fit for
SMB sales teams (5–25 reps) using PhoneBurner for high-volume power dialling alongside HubSpot, Salesforce, or Pipedrive. Particularly strong for inside sales teams where rep-level call tagging needs to drive CRM deal stages without manual entry.
Disposition mapping
What happens in Insightly for every call outcome
Select a disposition to see the exact chain of events that fires in Insightly — automatically.
PhoneBurner Agent
Interested
sets disposition
Integration Layer
Maps + fires
< 1s
Insightly
Move deal stage → Qualified
SQL / Qualified
| PhoneBurner disposition | Insightly 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 |
Sales teams using PhoneBurner alongside Insightly without an integration spend 35–50 minutes per rep per day on manual call logging. At 8 reps, that's 21+ hours per week lost to data entry. Manually logged data is also incomplete — reps forget calls, mistype dispositions, skip recordings.
What teams use this for
PhoneBurner + Insightly use cases
Specific things teams automate — based on how PhoneBurner works and what Insightly needs.
✓
Log PhoneBurner Call Logged event to CRM contact as call activity with result and recording✓
Map PhoneBurner result labels to CRM pipeline stages on every call end✓
Create CRM follow-up task when PhoneBurner result is Callback or No Answer✓
Sync PhoneBurner contact tags to CRM contact properties automatically✓
Attach PhoneBurner recording_url to CRM activity on every call logged✓
Create CRM deal when PhoneBurner result is Interested or Qualified✓
Create Insightly contact and opportunity when dialer call is marked Qualified✓
Log call note to Insightly contact when dialer call endsThe build process
From quote to live in 5–10 business days
Everything handled for you. No developer needed. You describe how you work — we build it.
1
Discovery call
30 minutes. We audit your exact PhoneBurner and Insightly setup — dispositions, pipeline stages, field names, and edge cases. Quote on the same call.
Day 1
2
Field mapping
All fields mapped: PhoneBurner disposition codes → Insightly stages, recording_url → activity field, agent ID → owner, plus any custom fields you need.
Days 1–2
3
Build & test
We build the integration and test with real call data from your PhoneBurner account into your Insightly. You verify every field before go-live.
Days 2–8
4
Go live + support
Integration goes live. We monitor for 30 days and fix anything that doesn't work exactly as specified — included at no extra charge.
Day 5–10
Client Results
What Happens When Systems Connect.
Real clients. Real platforms. Real results after we connected their systems.
Live Case Study
Y
Yadel
Founder · mabiat.co
✓ Verified Client
★★★★★
Built us a hotel booking agent using Vapi that handles both texts and calls. Guests enquire about room availability, check inventory and book directly. Everything syncs to Google Sheets in real time — no staff, no manual entry, no double-bookings. Live in under a week.
Hotel Booking Flow
Guest sends SMS or calls Vapi number
AI checks Google Sheets inventory in real time
Booking confirmed + Sheets updated instantly
Zero staff involved — fully automated
What People Are Saying
D
David K.
@davidk_solar
No-answer leads were just dying. Now they get auto-retried + SMS. Recovered 20% in month one.
GHL + CallTools
★★★★★
Y
Yadel
@yadel_mabiat
Hotel booking agent handles texts + calls and pushes reservations to Google Sheets. Live in under a week.
Vapi + Google Sheets
★★★★★
S
Sarah T.
@saraht_salesops
3 admins went back to selling. The Kixie integration handles everything. ROI in week one.
Pipedrive + Kixie
★★★★★
A
Alex M.
@alexm_realestate
Inbound calls get auto-logged, qualified in CRM and pushed to the right agent. Speed to lead cut to 60s.
Zoho + Aircall
★★★★★
N
Nina C.
@nina_growthops
AI agent qualifies inbound leads overnight. Warm handoffs in CRM by morning. Like hiring 3 extra reps.
GHL + Vapi
★★★★★
C
Chris D.
@chrisd_brokerage
Voicemails now trigger automated SMS + re-queue. Nothing falls through the cracks anymore.
Pipedrive + PhoneBurner
★★★★★
D
David K.
@davidk_solar
No-answer leads were just dying. Now they get auto-retried + SMS. Recovered 20% in month one.
GHL + CallTools
★★★★★
Y
Yadel
@yadel_mabiat
Hotel booking agent handles texts + calls and pushes reservations to Google Sheets. Live in under a week.
Vapi + Google Sheets
★★★★★
S
Sarah T.
@saraht_salesops
3 admins went back to selling. The Kixie integration handles everything. ROI in week one.
Pipedrive + Kixie
★★★★★
A
Alex M.
@alexm_realestate
Inbound calls get auto-logged, qualified in CRM and pushed to the right agent. Speed to lead cut to 60s.
Zoho + Aircall
★★★★★
N
Nina C.
@nina_growthops
AI agent qualifies inbound leads overnight. Warm handoffs in CRM by morning. Like hiring 3 extra reps.
GHL + Vapi
★★★★★
C
Chris D.
@chrisd_brokerage
Voicemails now trigger automated SMS + re-queue. Nothing falls through the cracks anymore.
Pipedrive + PhoneBurner
★★★★★
R
Rachel B.
@rachelb_ops
Managers finally have accurate data. Call logs match dialer reports. Forecasting actually works now.
Salesforce + Five9
★★★★★
T
Tom W.
@tomw_insurtech
Zero manual entry since go-live. Disposition sets in dialer, CRM updates instantly. Team loves it.
HubSpot + JustCall
★★★★★
P
Paul H.
@paulh_bdr
CallTools didn't have Zapier. They built a custom webhook pipeline. Works better than any native integration.
Salesforce + CallTools
★★★★★
L
Laura K.
@laurak_saas
Cold email reply hits "Interested" → dialer campaign in 60 seconds. The loop is finally closed.
HubSpot + Instantly
★★★★★
B
Ben R.
@benr_revteam
VICIdial was a nightmare to integrate. They sorted the webhook pipeline, AGI scripts, everything. Solid.
Zoho + VICIdial
★★★★★
O
Omar F.
@omarf_founder
Gong transcripts automatically pushed to HubSpot as call notes. Reps never need to write a recap again.
HubSpot + Gong
★★★★★
R
Rachel B.
@rachelb_ops
Managers finally have accurate data. Call logs match dialer reports. Forecasting actually works now.
Salesforce + Five9
★★★★★
T
Tom W.
@tomw_insurtech
Zero manual entry since go-live. Disposition sets in dialer, CRM updates instantly. Team loves it.
HubSpot + JustCall
★★★★★
P
Paul H.
@paulh_bdr
CallTools didn't have Zapier. They built a custom webhook pipeline. Works better than any native integration.
Salesforce + CallTools
★★★★★
L
Laura K.
@laurak_saas
Cold email reply hits "Interested" → dialer campaign in 60 seconds. The loop is finally closed.
HubSpot + Instantly
★★★★★
B
Ben R.
@benr_revteam
VICIdial was a nightmare to integrate. They sorted the webhook pipeline, AGI scripts, everything. Solid.
Zoho + VICIdial
★★★★★
O
Omar F.
@omarf_founder
Gong transcripts automatically pushed to HubSpot as call notes. Reps never need to write a recap again.
HubSpot + Gong
★★★★★
FAQ
Common questions about the
Common questions about the
PhoneBurner + Insightly integration.
Most builds are live in 5–10 business days from the discovery call. Simple setups with standard dispositions can be done in under a week. More complex builds — custom pipeline stages, multi-user routing, conditional logic — may take the full 10 days.
Yes. The integration fires within seconds of each call ending using webhooks from PhoneBurner and the Insightly API. Typical sync time is < 1s from call end to CRM record updated.
Disposition, recording URL, agent identity, call duration, notes, and any custom fields you specify — all mapped to the correct Insightly fields. You control the mapping during the field-mapping step.
Zapier works for simple triggers but gives no control over field-level mapping, disposition logic, or recording attachment. A direct API build is recommended for anything beyond basic one-way logging.
That's the default case. We map your exact disposition codes to your exact Insightly pipeline stages — whatever you've named them. No preset templates to conform to.
The one-time setup fee (from $100) covers the build, end-to-end testing with real data, and 30 days of post-launch support. No per-call or per-record fees.
Other Insightly integrations
Insightly + Talkdesk
Cloud Contact Center
→
Insightly + Five9
Cloud Contact Center (Enterprise)
→
Insightly + Aircall
Cloud Phone System / Sales Dialer
→
Insightly + CallTools
Predictive / Preview / Power Dialer
→
Insightly + Convoso
TCPA Compliant / AI Scoring
→
Insightly + Kixie
Sales Dialer / CRM Native
→
Taking quotes now for PhoneBurner + Insightly
Ready to Connect
Your Entire Stack?
Drop your email or book a 30-minute call. Free, no commitment, usually reply same day.
Free discovery call
Quote within 24h
Live in 5–10 days
30-day support included
Get Your Free Quote
Tell us your setup — we'll have you live on PhoneBurner + Insightly in days.
OR BOOK DIRECTLY
Integrations as low as $100 setup · Monthly from $50/mo
Before you go
See what Insightly + PhoneBurner teams get
Every call logged automatically. Every recording in Insightly. Zero manual entry.
+31%
more CRM deals cr…
31 min
saved per rep per…
99%
of PhoneBurner ca…
< 1s
from PhoneBurner …
Want these results? Book a free 30-min call — we'll audit your PhoneBurner and Insightly setup and give you a quote on the same call.
30-min call
Free quote same day
No commitment