Chức năng
Two things Ody can do in Insightly.
Contact import/sync
Pulls the workspace's existing contacts into Ody automatically, and keeps importing on a schedule.
Create contact
Create an Insightly contact from a caller (name, email, phone).
Hoạt động trong vòng chưa đầy hai phút.
Paste your API key
Grab a key from Insightly's settings and paste it into Ody's Connect window. The form tells you exactly where to look.
Pick your options if needed
Most connections need nothing else. When they do (a channel, an audience, a board) the options appear right after you connect.
It runs on its own
Imports stay on a schedule. Tickets, tasks, logs, and alerts fire when the call ends. Astra can use Insightly on a live call, too.
Tại sao điều này quan trọng
Điện thoại không còn là công việc của ai đó.
Callers show up by name
Import Insightly people as Ody contacts so the inbox and Astra already know who's on the line.
Every call leaves a trace
Completed calls and notes write back to Insightly, on the right person, so the CRM is the system of record for the phone too.
Astra can create the record
A first-time caller doesn't wait on a human to open Insightly. Astra can add the person while she's still on the call.
Câu hỏi về Insightly.
Vẫn còn vướng mắc? Liên hệ với chúng tôi. Một người thật trả lời.
Ody never sees your Insightly password. You paste an API key into a secure form. Credentials live in an encrypted connection store; Astra and the rest of the product never read them. Disconnect anytime and access is revoked immediately.
Thêm CRM
Tất cả 43 tích hợp →
Import Attio people as contacts, push new callers to Attio, and attach call notes.
People, notes, and call history in Attio.
Import rental tenants and property owners from Buildium so Astra recognizes them when they call.
Tenants and owners, recognized on call.
Import Close contacts, create leads from new callers, and log calls natively in Close.
Leads created, calls logged in Close.
Import Copper people as contacts and create new people from calls Astra takes.
Copper people in, new callers out.