Sync Insightly data to Sourcetable

Insightly is a intuitive customer relationship management (CRM) platform for businesses of all sizes, which lets users track relevant lead information via an activity timeline of marketing campaign sources, emails, phone calls, meetings, and tasks, while monitoring KPIs such as Net Promoter Score (NPS), Customer Satisfaction Score (CSAT) and First Response Time (FRT).

CRM

Sync Insightly data to Sourcetable

Find out how to make the most of your Insightly data with Sourcetable

Sourcetable Benefits

Query CRM data quickly & easily

By syncing Insightly data to Sourcetable, users can query multiple databases without having to learn SQL or other database languages – allowing all sales team members access to key CRM data, regardless of their level of tech skills.

Automation

Sourcetable lets sales teams automate processes from Insightly and other platforms quickly and intuitively, freeing up time to focus on other important business aspects.

Accessibility

Visualizations

Sourcetable’s full suite of visualization tools meets all your reporting needs. Create visually striking charts, graphs, conditional formatting, pivot tables and more, to share with your team and highlight the KPIs that matter.

A simple flow showing how a table converts to a chart easily

Find out how to get the most from Insightly with Sourcetable

Smart Templates

Use out of the box, tried and tested templates to merge and automate Insightly data, and enhance sales collaboration across your entire organization

Quick Analysis

Analyse and cross-reference relevant Insightly CRM data instantly in cross-channel reports

Ease Of use

Compile all key Insightly data into a single spreadsheet, to find the business insights behind the numbers and improve future sales campaigns.

Popular Data Integrations for Insightly users

MySQL

database

Mailchimp

Google Ads

ads

Facebook Ads

ads

See all

+ 99 Integrations

Who uses Insightly data in Sourcetable

📈 Marketing and Advertising professionals

👷🏿 Sales and Sales Ops folk

🎧 Customer Support Managers

🚀 Founders

🏢 Ecommerce businesses

Sample companies

Online businesses integrating Insightly with Sourcetable have access to all relevant data on leads, sales goals and conversions.

Retail online stores
(eCommerce)
B2B Platforms
B2C Marketplaces
Software as a Service
(SaaS) companies

Popular Use Reports & Use Cases

What makes Sourcetable special?

Interconnectivity

Connect, sync and query data from Insightly alongside findings from 30+ other sources, to inform decisions and improve your sales performance

Automation

Automate Insightly data, pipelines and processes, so you can devote more time to developing other aspects of your business

Collaboration

Create striking workflow templates based on data from Insightly and other platforms, and share with your team members, no SQL knowledge required

Frequently Asked Questions

How do I sync Insightly data to Sourcetable?

Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Insightly data.

How easy is it to visualize my Insightly data using Sourcetable?

Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key data from Insightly - and other CRM platforms such as Salesforce and Pipedrive - at a glance without code.

Which sales CRM platform works best with Sourcetable – Insightly or Salesforce?

Sourcetable lets users combine data from both platforms, so businesses can better understand relationships between available data, and gain new insights for making better decisions and identifying new opportunities.

Sync Insightly data to Sourcetable

Insightly

Sync Insightly data to Sourcetable

Find out how to make the most of your Insightly data with Sourcetable