Connect Insightly to clariBI
Connect Insightly with your API key, choose the records to sync, and get your pipeline and contacts sitting next to the revenue they drive.
clariBI| Connection | API connector. You paste your Insightly API key. |
| Access | Read-only. clariBI never writes to Insightly. |
| Sync | When the data is more than a day old, clariBI syncs it again before a question, dashboard refresh or report uses it. You can also press Sync now. |
| More endpoints | 147 documented Insightly endpoints you can add, up to 30 per source (trial, Starter and above) |
| Plans | Every plan, including Free. Asking questions in plain English needs the trial or Starter and above. |
About Insightly
Insightly is a CRM for managing contacts, organizations, and sales opportunities through a pipeline.
clariBI reads Insightly through its REST API using your own API key: opportunities, contacts, and organizations. Access is read-only, and clariBI never edits a record in your CRM.
Vendor site: insightly.com
What clariBI syncs
clariBI pulls the records you select through the Insightly REST API, paginates the full list, lands it as a preprocessed dataset, and refreshes it once it is more than a day old. Access is read-only.
For each selected object, clariBI syncs the records with their dates, stages, owners, and values, then builds an insights dashboard you can query, extend, or pull into reports.
clariBI only ever reads. It never edits a record in Insightly.
What you can chart
- Opportunities created over time
- Pipeline value and count by stage
- New contacts and organizations per week
- Win rate and opportunities by owner
- Records by category or source
How to connect Insightly
Open Data Sources in clariBI
In clariBI, go to Data Sources > Add Data Source, find Insightly, paste your Insightly API key (from User Settings) and your pod (e.g. na1, shown in your Insightly API URL). The key is stored encrypted.
Choose the records to sync
Pick the objects to pull (opportunities, contacts, organizations). clearBI reads them read-only.
Sync, then get dashboards
clariBI syncs the records, preprocesses them, and builds an insights dashboard. Ask "How is the pipeline trending by stage?" and clariBI reads the synced CRM data alongside your revenue.
Questions you can ask
Asking in plain English uses AI credits, so it needs the trial or a Starter, Professional or Enterprise plan. Totals and trends are computed from the synced rows; the AI plans the question, picks the chart and writes the explanation.
- "Is our pipeline converting to revenue at the rate we forecast?"
- "Which campaigns produced the opportunities that closed?"
About the Insightly connector
What do I need to connect Insightly?
Your Insightly API key (User Settings) and your pod (e.g. na1, from your Insightly API URL). You paste them into clariBI once; the key is stored encrypted.
Can clariBI change my CRM records?
No. The connector only reads the records you select. It never edits a contact, organization, or opportunity.
Which clariBI plans include Insightly?
Every plan can connect Insightly, within its data source limit: 3 on Free, 5 on Lite, 10 on Starter, 50 on Professional and 100 on Enterprise. Each source gets an automatic dashboard on every plan. Asking questions in plain English, AI reports and adding endpoints from the Insightly catalog need the trial or a Starter, Professional or Enterprise plan.
Try Insightly in clariBI
The trial lasts 14 days, includes 50 AI credits and needs no card. When it ends, your account moves to the Free plan and keeps its data and dashboards.