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Insightly + JustCall

Create records in Insightly from new calls ended in JusCall

You will be able to keep the track of your calls via JustCall within Insightly. All your calls via JustCall will log as notes against your contacts in Insightly. JustCall creates notes consisting of all the useful information related to the call. Stay up to date and keep a track of your calls and recordings within Insightly.

You will be able to keep the track of your calls via JustCall within Insightly. All your calls via JustCall will log as notes against your contacts in Insightly. JustCall creates notes consisting of all the useful information related to the call. Stay up to date and keep a track of your calls and recordings within Insightly.

  1. When this happens...
    JustCallJustCall
    Call Ended

    Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)

    TriggerScheduled
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
  • JustCall triggers, actions, and search

    Incoming Call

    Triggers for a new incoming call

    Trigger
    Instant
    Try It
  • JustCall triggers, actions, and search

    New Appointment

    Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)

    Trigger
    Scheduled
    Try It
  • JustCall triggers, actions, and search

    New Contact

    Triggers when a new contact is added to your JustCall address book.

    Trigger
    Scheduled
    Try It
  • JustCall triggers, actions, and search

    Call Ended

    Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)

    Trigger
    Scheduled
    Try It
  • JustCall triggers, actions, and search

    New Text

    Triggers when a new text is sent from (or received on) your JustCall numbers

    Trigger
    Scheduled
    Try It
  • JustCall triggers, actions, and search

    Call Updated

    Triggers when you add/update notes and disposition codes for a particular call

    Trigger
    Instant
    Try It
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insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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justcall logo
justcall logo

About JustCall

JustCall helps sales and support teams to connect easily with their leads & customers. We provide a cloud based service that allows you to make calls and send text messages.

Related categories