Insightly + 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.
Native Insightly data-source connector.
Paste your Insightly API key, pick the records to sync, and clariBI pulls your opportunities, contacts, and organizations into preprocessed datasets and auto-generated dashboards, right next to your other tools.
What is 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.
Learn more at insightly.com
Connect Insightly in three steps
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 Fernet-encrypted at rest.
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 the AI engine queries the synced CRM data alongside your revenue.
What you can analyze
Out of the box with the Insightly connector:
- 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
- Cross-source: pipeline → closed revenue → forecast
Insightly is one of many data sources you can connect to clariBI. See the full list →
What gets synced
clariBI pulls the records you select through the Insightly REST API, paginates the full list, lands it as a preprocessed dataset, and refreshes it on your schedule. 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.
Cross-source questions Insightly makes possible
Insightly data is most useful next to your other tools. clariBI's planner composes it with your CRM, billing, and product data through the same entity-join primitives that back every cross-source analysis.
Insightly × Revenue
"Is our pipeline converting to revenue at the rate we forecast?"
Planner: read opportunity stages + values from Insightly, join to closed revenue by date, and report the conversion gap.
Insightly × Marketing
"Which campaigns produced the opportunities that closed?"
Planner: read opportunity source from Insightly, join to campaign spend, and rank sources by closed value.
Insightly connector FAQ
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 Fernet-encrypted at rest.
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 plan includes the Insightly connector?
Data-source connectors are available on the Trial, Starter, Professional, and Enterprise plans. You can connect it during the free 14-day trial.
Start your free trial and connect Insightly in a minute
API key in, read-only, synced pipeline dashboards in seconds.
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