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 Qlik Sense

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files

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

Qlik Sense

Export and sync comprehensive Insightly CRM datasets to Qlik Sense using Dropbox, Google Sheets, Google Cloud Storage or Google Drive as a connector.

Qlik Sense

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