Connect Insightly to Chartio to Streamline Marketing Analytics

Accelerate data connection between marketing platforms with Improvado.

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What is Insightly?

Insightly is a powerful CRM and project management platform designed for enterprise companies. It helps businesses streamline their sales, marketing, and project management processes, providing a centralized location for all customer data and interactions. Insightly offers robust features such as contact management, lead tracking, and sales pipelines, enabling companies to better manage their relationships and drive revenue growth. With its comprehensive analytics and reporting capabilities, Insightly enables enterprises to make data-driven decisions and optimize their sales and marketing strategies.

What is Chartio?

Chartio is a user-friendly business intelligence and data visualization platform that allows enterprise companies to analyze and visualize their data. By connecting multiple data sources and creating custom dashboards, Chartio empowers businesses to make informed decisions based on real-time data insights. Its easy-to-use interface, drag-and-drop functionality, and advanced data exploration tools enable users to create powerful visualizations and share insights across the organization. Chartio helps enterprises uncover hidden trends, identify opportunities, and monitor key performance indicators, driving better business outcomes.

Connecting Insightly to Chartio

Connecting Insightly to Chartio can be done in several ways:

  • Using a native Chartio Insightly connector, available within the Chartio platform, to establish a direct connection between the two tools.
  • Exporting data from Insightly as CSV files and then importing them into Chartio using the CSV upload feature.
  • Using third-party data integration tools such as Zapier, Stitch, or Fivetran to automate the data transfer process between Insightly and Chartio.
  • Developing custom scripts or APIs to extract, transform, and load data from Insightly to Chartio.
  • Opting for a more efficient and scalable solution like Improvado to manage the data pipeline from Insightly to Chartio seamlessly.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
Free onboarding
Free marketing stack analysis

Connecting Insightly to Chartio with Improvado

Improvado is the best choice for connecting Insightly to Chartio as it offers a complete data pipeline solution, covering data extraction, transformation, normalization, and visualization. By using Improvado, enterprises can automate the entire data integration process, saving time and resources while ensuring data accuracy and consistency. The platform provides a comprehensive list of metrics and dimensions that can be automatically extracted from Insightly, making it easy for businesses to analyze and visualize their data in Chartio.

With Improvado's scalable and customizable solution, enterprises can handle large volumes of data and centralize their marketing and sales data from various sources. The platform offers high-quality customer support, assisting businesses in making the most of their data integration and visualization efforts. By choosing Improvado to connect Insightly to Chartio, companies can focus on generating actionable insights and driving business growth, rather than dealing with the complexities of data integration.

Summary of connection Insightly to Chartio

In summary, connecting Insightly and Chartio can be accomplished through various methods, including native connectors, data exports, third-party tools, and custom scripts. However, choosing Improvado as the solution to connect Insightly to Chartio offers significant advantages in terms of scalability, customization, high-quality customer support, and the ability to process large volumes of data. By centralizing marketing and sales data using Improvado, businesses can quickly and efficiently analyze their data in Chartio, uncovering valuable insights that drive growth and success. To learn more about how Improvado can help your enterprise connect Insightly to Chartio, book a call with one of our experts.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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