Insightly Connector
Automatically sync your Insightly CRM data with your BI tool, data warehouse, database, or visualization platform using Windsor.ai’s ELT connectors. Turn contact, activity, and pipeline data into automated reports and unlock insights to grow your sales.
Forget CSVs. Stop copy/paste. Connect data in 2 minutes. No code required.
Make the most out of your Insightly data with Windsor.ai
Focus on the data that matters by choosing from our extensive documentation or easily creating custom fields.

Leverage our pre-built, customizable dashboard templates for a comprehensive performance overview tailored to your data needs.
Send your Insightly data to any destination
Import your Insightly data into any destination using Windsor.ai.
Extract and load Insightly data effortlessly with Windsor.ai's connector
Most Insightly integration methods are complex, requiring technical expertise, manual exports, or costly software.
Windsor.ai overcomes these challenges with a no-code ELT connector, letting you sync your Insightly data in just a few clicks.
How to export Insightly data with the Windsor.ai connector
Select Insightly as a data source
In your dashboard, connect the Insightly data source, select the necessary account(s), and grant access to Windsor.ai.
Choose report fields and metrics
Select the fields you’d like in your report. For example, you can include metrics such as Contact Address, Activity Sets, and Owner User ID.
Select a data destination
Choose a destination where you want to stream your Insightly data.
FAQs
Why use Windsor.ai's connector to integrate Insightly data?
Windsor.ai’s ELT connectors automate the entire data-integration workflow, syncing your Insightly data to the destinations you already use and cutting data-prep time significantly.
You eliminate manual exports and get consistent, blended reporting across your CRM and other business data out of the box.
How much does it cost to integrate Insightly with Windsor.ai?
Windsor.ai is freemium, with a free-forever plan and no credit card required. Paid plans start at $19/mo and scale with your data volume. See our pricing plans.
How long does it take to connect Insightly to a destination?
Just a few minutes. No technical expertise is required, connecting Insightly data is simple, straightforward, and completely code-free.
What data can I extract from Insightly?
You can access a wide range of Insightly metrics and dimensions, including:
- Contact and organization details
- Activity sets linked to leads, opportunities, and projects
- Address and location data
- Owner and activity set names
- Plus hundreds of other metrics and dimensions.
Do you have helpful links to get started with Insightly and Windsor.ai?
Yes. Explore our documentation and available data fields to get started:
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Tired of manual Insightly data exports? Get started with Windsor.ai today to automate your reporting
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