CRM Basic Authentication
Sync Insightly CRM Data
to Flat Files
& Spreadsheets
Automatically sync your Insightly CRM data to cloud storage and spreadsheets with Flatly's no-code, triggerless, turnkey integration service.
Historical & Dynamic Data
One-way Sync
For Non-technical Users
About the integration: Insightly is a SaaS-based CRM solution targeted at small and mid-sized businesses. Flatly integrates with Insightly CRM's official APIs.
Available Datasets
Flatly can sync the following datasets from Insightly CRM.
- ActivitySets
- Contacts
- Contacts+Details Combo
- Contacts+Emails Combo
- Contacts+Events Combo
- Contacts+FileAttachments Combo
- Contacts+Links Combo
- Contacts+Notes Combo
- Contacts+Tasks Combo
- Countries
- Currencies
- CustomObjects
- CustomObjects+Records Combo
- Emails
- Emails+Comments Combo
- Emails+FollowRecords Combo
- Emails+File Attachments Combo
- File Categories
- Follows
- Leads
- Leads+Details Combo
- Leads+LinkEmailAddresses Combo
- Leads+Emails Combo
- Leads+Events Combo
- Leads+FileAttachments Combo
- Leads+Links Combo
- Leads+Notes Combo
- Lead Sources
- Lead Statuses
- Leads+Tasks Combo
- Milestones
- Notes
- Notes+Comments Combo
- Notes+FileAttachments Combo
- Opportunities
- Opportunities+Details Combo
- Opportunity Categories
- Opportunities+Emails Combo
- Opportunities+FileAttachments Combo
- Opportunities+Follows Combo
- Opportunities+Links Combo
- Opportunities+Notes Combo
- Opportunities+StateHistory Combo
- Opportunities+Tasks Combo
- Opportunity State Reasons
- Organisations
- Organisations+Details Combo
- Organisations+Events Combo
- Organisations+FileAttachments Combo
- Organisations+Follows Combo
- Organisations+Links Combo
- Organisations+Notes Combo
- Organisations+Tasks Combo
- Pipelines
- Pipeline Stages
- Price Books
- Products
- Project Categories
- Projects
- Projects+Details Combo
- Projects+Emails Combo
- Projects+Events Combo
- Projects+FileAttachments Combo
- Projects+Follows Combo
- Projects+Links Combo
- Projects+Milestones Combo
- Projects+Notes Combo
- Projects+Tasks Combo
- Quotes
- Relationships
- Task Categories
- Tasks
- Tasks+Details Combo
- Tasks+Comments Combo
- Tasks+Links Combo
- Teams
- Team Members
- Tickets-Alltime
- Tickets-Last X days Date-ranged
- Tickets+Details-Alltime Combo
- Tickets+Details-Last X days Combo Date-ranged
- Tickets+Comments-Alltime Combo
- Tickets+Comments-Last X days Combo Date-ranged
- Users
Send Insightly CRM data to
Flatly can sync Insightly CRM data to any of these destinations.
- Airtable Airtable
- Amazon S3 XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Azure Storage XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Box XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- CSV
- ChatGPT Apps
- Cloud Storage
- Dropbox XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Excel
- Excel Online XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- FTP XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Google BigQuery NDJSON
- Google Cloud Storage XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Google Drive Google Sheets (Parsed) Google Sheets (Raw) XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Google Looker Studio
- Google Sheets Google Sheets (Parsed) Google Sheets (Raw) XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Looker NDJSON
- Markdown
- Microsoft Power BI
- OneDrive XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- OneDrive for Business XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- SFTP XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- SharePoint XLSX (Parsed) XLSX (Raw) CSV (Parsed) CSV (Raw) NDJSON Markdown (Table) Markdown (Key-Value)
- Smartsheet Smartsheet
- Zoho Sheet Zoho Sheet
Note: Some destinations are aliased, for intents and purposes they are functionally equivalent.