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What is Insightly CRM Connector?
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?
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?
How does it work?
Step 1: Choose "Insightly CRM" connector from Google Looker Studio Partner Gallery
Step 2: Provide an API key for accessing Insightly CRM. You can follow the instructions for getting an API key.
Step 3: Choose the Object you want to use
To get the API Key:
To get the API Key:
Go to your profile picture and select User settings.
Scroll down to the API section and copy the API key.
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.
Pricing
Pricing
Insightly - Looker Studio Dashboard
Insightly - Looker Studio Dashboard
An example of a dashboard created in Looker Studio with Insightly CRM Data Connector.
Jivrus_Insightly_CRM_Report.pdfInsightly - Schema Documentation
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