Connect Nextiva to Insightly with Callably's AI-powered CRM. Every call is transcribed, scored as a lead, and managed with appointments and drip sequences — then enriched data flows to Insightly automatically.
Callably is an AI-powered CRM that sits between Nextiva and Insightly, managing your leads and forwarding enriched data automatically.
Link your Nextiva account to Callably. We'll start receiving your call and SMS events securely.
Callably automatically downloads recordings, transcribes calls using AI, generates summaries, and identifies caller information.
AI-scored leads with appointments, follow-up suggestions, and enriched data are managed in Callably and forwarded to Insightly in real-time.
Every piece of communication data from Nextiva is captured, enriched, and delivered to Insightly:
Every Nextiva call is logged in Insightly the moment it ends — inbound, outbound, missed, and voicemail.
Call recordings from Nextiva are automatically transcribed using AI. Full transcriptions appear directly in Insightly.
AI reads every transcription and generates a concise summary highlighting key topics, action items, and decisions discussed.
Every text message sent or received through Nextiva is captured and forwarded to Insightly with full content.
Callably's AI analyzes conversations and automatically scores leads as Hot, Warm, Cold, or New — visible right in Insightly.
AI extracts names, email addresses, and phone numbers from call transcriptions and attaches them to the right contact in Insightly.
Explore other CRMs you can connect with Nextiva.
Explore other phone systems you can connect to Insightly.
AI-powered lead management, appointment scheduling, drip sequences, and team analytics — all from your phone system. Set up in minutes.