Connect Insightly to clariBI with your API key to sync opportunities, contacts, and organizations, read-only, with auto-generated dashboards next to your business data.
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.
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 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
- 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
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.
Questions across your other data
Once your records are synced, the AI engine can join them to the rest of your business data. A few examples:
| Pairing | Question | How clariBI answers |
|---|---|---|
| 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. |
Frequently asked questions
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.