Insightly

What is Insightly CRM Connector?

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


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

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

Insightly - Looker Studio Dashboard

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

Jivrus_Insightly_CRM_Report.pdf

Pricing

Insightly-Schema Documentation