Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Insightly CRM

Insightly CRM Integration

One way sync
CRM
Basic Authentication

Datasets

ActivitySets

Contacts

Contacts+Emails

Contacts+Events

Contacts+FileAttachments

Contacts+Links

Contacts+Notes

Contacts+Tasks

Countries

Currencies

CustomObjects

Emails

Emails+Comments

Emails+File Attachments

Emails+FollowRecords

File Categories

Follows

Lead Sources

Lead Statuses

Leads

Leads+Emails

Leads+Events

Leads+FileAttachments

Leads+LinkEmailAddresses

Leads+Links

Leads+Notes

Leads+Tasks

Milestones

Notes

Notes+Comments

Notes+FileAttachments

Opportunities

Opportunities+Emails

Opportunities+FileAttachments

Opportunities+Follows

Opportunities+Links

Opportunities+Notes

Opportunities+StateHistory

Opportunities+Tasks

Opportunity Categories

Opportunity State Reasons

Organisations

Organisations+Events

Organisations+FileAttachments

Organisations+Follows

Organisations+Links

Organisations+Notes

Organisations+Tasks

Pipeline Stages

Pipelines

Price Books

Products

Project Categories

Projects

Projects+Emails

Projects+Events

Projects+FileAttachments

Projects+Follows

Projects+Links

Projects+Milestones

Projects+Notes

Projects+Tasks

Quotes

Relationships

Task Categories

Tasks

Tasks+Comments

Tasks+Links

Team Members

Teams

Users

Auto export Insightly CRM data to Google Drive

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files

Insightly is a SaaS-based CRM solution targeted at small and mid-sized businesses.

Google Drive

Export and sync comprehensive Insightly CRM datasets to Google Sheets, CSV or Excel XLSX files in Google Drive folders on a recurring, automatic basis. Historical data is included. Use Filter Views to sort or filter flattened data. Connect to Google Data Studio via Google Sheets or Google Drive.

Google Drive

External Resources about Google Drive:

Wikipedia

How-To Geek

Capterra

G2

GetApp