Insightly

What is Insightly CRM Connector?

Insightly CRM Connector is Data Studio connector that helps to connect Data Studio with Insightly CRM and use it as a data source in Data Studio.

Insightly CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.


What is Insightly?

Insightly is a SaaS-based CRM solution targeted at small and mid-sized businesses. ... Businesses use Insightly for relationship linking, contact management, email tracking, lead management, opportunity management, quote generation, workflow automation, project management, advanced reporting, and call management.

How does it work?

Step 1: Choose "Insightly CRM" connector from Google Data Studio Partner Gallery

Step 2: Provide API key for accessing Insightly CRM. You can follow the instructions for getting API key.


Step 3: Choose the Object you want to use


Step 4: The available fields from the Object is listed .


Step 5: Use this as a data source and continue normally with designing your report in Data Studio.

Step 6: You can customize the dashboard as you want.

Insightly - Data Studio Dashboard

An example of a dashboard created in Data Studio with Insightly CRM Data Connector.

Jivrus_Insightly_CRM_Report.pdf

Pricing