Data sources
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Insightly

Insightly Data Integration | CRM Analytics Platform

Connect Insightly CRM to your data warehouse and BI tools through Improvado's automated integration platform. Extract contact data, sales metrics, and project information for comprehensive business intelligence.

500+
Data Sources
46K+
Metrics
99.9%
SLA
<5 min
Setup
SOC 2
Type II
Why Improvado

Connect Insightly to your data warehouse automatically

Improvado connects to Insightly's REST API to extract contacts, leads, opportunities, projects, and custom field data automatically. The platform pulls sales pipeline metrics, contact interactions, task completion rates, and revenue forecasts on customizable schedules. Extracted CRM data flows directly to destinations like BigQuery, Snowflake, or Power BI without manual exports. Pre-built connectors handle API authentication and manage data extraction from multiple Insightly instances.

Insightly Improvado
Snowflake BigQuery Redshift Tableau Power BI AI Agent
46K+ metrics 500+ sources No code Auto-refresh
Your sources
Insightly + 500 more
Marketing Common Data Model
Same metrics
Same schema
Any destination
Unified Data

Unify Insightly CRM with marketing and business data

Improvado's Marketing Common Data Model (MCDM) normalizes Insightly sales data alongside marketing, financial, and operational metrics from 500+ platforms. This enables comprehensive analysis of lead sources, conversion rates, and customer lifetime value across all touchpoints. Teams can correlate Insightly opportunity data with marketing campaign performance, website analytics, and customer success metrics. The standardized schema eliminates data silos between sales, marketing, and customer success teams.

Use Cases

What users ask their Insightly integration

Cross-channel
Track lead conversion from marketing campaigns through Insightly sales pipeline
4 hrs → 12 min
Budget optimization
Correlate Insightly project success rates with customer satisfaction and retention
Manual → auto
Executive reporting
Generate executive dashboards combining Insightly revenue with marketing ROI
6 hrs → 18 min
AI Agent Access

Go beyond dashboards — give your AI agent direct access to ad data

Improvado MCP connects your ad platform data to Claude, ChatGPT, Cursor, and any MCP-compatible AI tool. Read metrics, launch campaigns, monitor anomalies — all through one protocol.

Explore MCP →
Ideate
Launch
Measure
Analyze
Report
Iterate
📖

Read

Pull ROAS, CPA, search terms, geo data — across every account and campaign type. Your AI agent handles the API calls.

🚀

Write

Launch campaigns, pause underperformers, adjust bids and budgets. Every action logged, governed, and reversible.

Monitor

Set up CPA alerts, budget pacing watches, and weekly auto-reports. Problems caught before they eat your budget.

40K+
Harmonized metrics
250+
Governance rules
500+
Connectors
40h+
Saved weekly
Works with Claude ChatGPT Cursor Gemini Any MCP Client
99.9% SLA
Data warehouse
Managed storage
Cross-channel
Deep granularity
Attribution

Extract data from 500+ data sources

Connect and manage all your marketing data sources in one platform, both in the cloud or on-premise.

Load data to any data warehouse

Connect multiple data sources and analyze them as if they were a single database.

Combine, map, and normalize data to produce a comprehensive data set surrounding your marketing activities.

Transform your data without SQL skills

Analyze data in
real-time

You can use it directly with your favorite business intelligence tools, ingest it to econometric models and populate the enterprise data warehouse

Get analysis-ready data for marketing analytics

Get all your data in one place instantly

SOC 2 Type II

Auditing procedure that ensures secure management of data.

HIPAA

Complies with Health Insurance Portability
and Accountability Act (HIPAA)

Improvado is GDPR compliant.
GDPR

General Data Protection Regulation (GDPR) Certified

Improvado is CCPA compliant.
CCPA

Complies with California Consumer Privacy Act (CCPA)

Centralize all your marketing data in one place

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You can analyze data from 500+ data sources

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G2 Crowd logo
Capterra logo

A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provide all relevant solutions to successfully implement them, and make your job done.

Ahmet Sergen D
Ahmet Sergen D
Regional Digital Manager
Ahmet Sergen D
Regional Digital Manager

A great customer service that always tries to be helpful with a "how can we make it" approach. They understand your needs, provides all relevant solutions to successfully implement them, and make your job done.

If you consider hiring Improvado, you are also a hiring team that supports you to achieve your goals to become a more data-driven company.

Improvado is helping us to aggregate our paid marketing data from multiple channels and present it in a meaningful way. We are more efficient with reporting our campaign results and have better ideas about what's going on easily.

Read the case study
G2 Crowd logo
Capterra logo

Professional, responsive and willing to go the extra mile to help. They are a solution to connect to most advertising platforms and provide a multitude of metrics from these platforms

They are willing to go the extra mile to attend to your query and help to the best they can.

Helping to connect to various advertising platform such as Google Ads, Facebook, DV360, Trade Desk.

They are a solution to connect to most advertising platform and provide a multitude of metrics from these platforms

Read the case study

Frequently Asked Questions

What Insightly data can Improvado extract?
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Improvado extracts contacts, leads, opportunities, organizations, projects, tasks, and custom fields from Insightly. The platform captures sales pipeline data, activity logs, and email interactions automatically. Historical data and real-time synchronization maintain complete CRM visibility in your analytics platform.
How often does Insightly data sync?
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Insightly data can sync hourly, daily, or weekly based on your sales reporting needs. Most teams choose daily syncs to balance data freshness with API rate limits. Real-time syncing is available for critical sales metrics and executive dashboards requiring immediate updates.
Can I connect multiple Insightly accounts?
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Yes, Improvado supports multiple Insightly instances for different business units or regions. Each account requires separate API configuration but data can be combined in your destination warehouse. This enables enterprise-wide sales reporting and cross-team performance analysis.
Does Improvado work with Insightly custom fields?
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Improvado automatically detects and extracts all custom fields from your Insightly instance including custom contact, organization, and opportunity fields. Field mappings are preserved during data transformation and custom field types are handled appropriately. The platform adapts to custom field changes automatically.
What sales metrics can I track?
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You can track pipeline velocity, conversion rates, deal size trends, sales cycle length, and quota attainment from Insightly data. Improvado also enables analysis of activity-to-outcome ratios and territory performance. Combined with marketing data, you can calculate customer acquisition costs and lifetime value metrics.
How does this work with marketing attribution?
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When combined with marketing platform data through Improvado, you can track complete customer journeys from first touch to Insightly deal closure. The platform maintains lead source attribution and enables multi-touch attribution modeling. This provides comprehensive ROI analysis across all marketing channels and sales activities.