Insightly + Callingly Integrations, Built by an AI Agent
Put Insightly + Callingly to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Insightly and Callingly
See the kind of workflows teams build with Insightly and Callingly below — describe the exact one you want above and the Agent builds it on demand.
Insightly + Callingly
When a call finishes in Callingly, create an activity log or task on the lead in Insightly.
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Send text messages to newly created leads
When a new lead is created in Insightly, automatically send a welcome SMS via Callingly to establish immediate contact.
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Log inbound calls and missed calls in CRM
When an inbound call or missed call occurs in Callingly, automatically log the activity on the contact's record in Insightly.
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Dispatch text confirmations on won deals
When a deal is won in Insightly, send an automated SMS via Callingly to confirm details with the client.
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Browse the full workflow library →
Looking to achieve something else with Insightly and Callingly?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Insightly and Callingly
Everything Insightly and Callingly can do inside a workflow — the triggers that start one and the actions that run when it fires.
Insightly Explore Insightly →
A cloud CRM and project management platform that manages sales pipelines, customer contacts, and project delivery.
TriggersTriggers when a record is deleted.
Triggers when a new record is created.
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
Triggers when a record is updated.
Creates a Record
Updates a Record
Callingly Explore Callingly →
Callingly is a lead response software that automatically calls sales representatives as soon as a new lead form is submitted.
TriggersTriggers when a new lead is created.
Triggers when a lead has been tagged or its status updated.
Triggers when a call has been made to a Lead and the call completes.
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Creates or updates a Lead, schedules a call from your Team to the Lead at the specified time.
Updates or tags a lead.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other Phone & SMS apps on Knit
Explore more Phone & SMS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
2Chat
2Chat is a messaging integration platform that enables e-commerce brands to connect WhatsApp accounts to business systems for automated customer support.
46elks
46elks is a developer platform offering cloud telecommunication APIs to send and receive SMS messages, MMS, and manage phone calls.
8x8
8x8 is a cloud communications platform providing voice calling, video conferencing, team messaging, and contact center capabilities.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
Adversus Dialer
Adversus Dialer is a cloud-based predictive dialer and contact center platform designed to automate outbound telemarketing calls.
Aircall
Aircall is a cloud-based phone system and call center software integrated with sales and support tools for business communication.
allmysms
allmysms is a mobile messaging platform providing bulk SMS sending, two-way texting, and automated message notification services.
Aloware
A contact center and cloud phone system providing automated calling, texting, and sales dialer capabilities for teams.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Insightly + Callingly
Is there a pre-built Insightly + Callingly automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Insightly and Callingly's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Insightly or Callingly connector?
No. The Agent works whether or not Insightly or Callingly already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Insightly and Callingly help track phone communications?
Inbound calls, text messages, and missed calls handled in Callingly can automatically log activities or update lead profiles directly inside Insightly.
Can I automate text message follow-ups when deal stages change?
Yes, updating a deal stage in Insightly can prompt Callingly to send an automated SMS confirmation or message to the client.