Live in 5–10 business days

Insightly + Talkdesk Integration

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

5 Trigger events
5 CRM actions
30-day support
Zapier native
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No commitment
Production-grade
Live Integration Log
Active
DIAL Call completed — Talkdesk 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
Talkdesk Triggers
T01
Call Completed
Outbound or inbound call ends
instant
T02
Call Missed
Inbound call not answered
instant
T03
New Voicemail
Caller leaves a voicemail
instant
T05
New Interaction
Any interaction type completed
instant
T07
Call Recording Available
Recording processed and available
instant
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
Talkdesk Triggers
T01
instant
Call Completed
Outbound or inbound call ends
T02
instant
Call Missed
Inbound call not answered
T03
instant
New Voicemail
Caller leaves a voicemail
T05
instant
New Interaction
Any interaction type completed
T07
instant
Call Recording Available
Recording processed and available
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
Talkdesk Actions
A01
Create Contact
Creates a new contact in Talkdesk
A02
Update Contact
Updates existing contact
A03
Create Outbound Call
Initiates an outbound call
A04
Create Callback
Schedules a callback for a contact
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
Talkdesk API
POST
/api/v1/contacts
Create/update contact
GET
/api/v1/calls/{callId}
Get call details
POST
/api/v1/calls
Initiate outbound call
GET
/api/v1/recordings/{id}
Retrieve recording URL
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 Talkdesk, 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 Talkdesk call event — mapped to Insightly fields. Highlighted fields are critical for automation:

call_id
call_direction
agent_name
contact_phone
contact_email
contact_name
call_duration_seconds
call_recording_url
disposition
notes
queue_name
timestamp_start
timestamp_end
ring_time
talk_time
hold_time
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 + Talkdesk build.