Connect Insightly CRM to Looker Studio
Sync Insightly CRM with Looker Studio using Windsor.ai to visualize your data effectively. Windsor.ai does not require any coding skills or maintenance. It also completes the data transfer within five minutes.
Prerequisites
To set up the connector, the user should have:
- Insightly account (Visit our privacy policy and terms of use)
- Google account for Looker Studio integration.
How to connect Insightly to Looker Studio
1. Register
Register or login if you already have an account.
2. Select your source
You need to select Insightly as a Data Source and Grant Access to Windsor.ai.
3. Select the fields on the right.
Select the fields on the right to later use in your data source.
4. Select Destination
Go to “Select Destination” and Choose Looker Studio.
5. Sync and authorize data
Select “connect” and authorize access to your data source.
FAQs
What is Insightly?
Insightly is a customer relationship management platform that helps businesses streamline various processes efficiently. Its CRM centralizes customer data to enhance customer tracking, relationship management, and deal closing. Its marketing automation tools help create and manage campaigns, nurture leads, and track engagements. The platform also integrates with different tools like QuickBooks, Microsoft Power BI, and Xero to create a seamless workflow.
What is Looker Studio?
Looker Studio is a business intelligence tool from Google. It enables businesses to visualize their data to deduce trends and gain insights about various aspects. Data is tabulated in charts for easy consumption. Looker Studio also has built-in, customizable dashboards that help track specific data for analysis. Its automated reporting provides valuable insights to relevant teams regularly and automatically. Businesses can integrate it with various data sources and workspaces for effective analysis and reporting.
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