Connect Insightly to Qlik for Insightful Visualizations

Accelerate data connection between marketing platforms with Improvado.

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What is Insightly?

Insightly is a powerful customer relationship management (CRM) platform designed for enterprise companies. It enables businesses to streamline their sales, marketing, and project management processes while improving customer communication and engagement. By utilizing Insightly, enterprises can easily track leads, manage sales pipelines, and measure performance, ultimately driving revenue growth and enhancing customer satisfaction.

What is Qlik?

Qlik is a leading data analytics and business intelligence (BI) platform that delivers powerful insights and visualizations to help enterprise companies make data-driven decisions. With its unique associative analytics engine, Qlik enables users to explore data from multiple sources, uncover hidden insights, and create compelling visualizations. By leveraging Qlik, enterprises can enhance decision-making, optimize business processes, and drive competitive advantage.

Connecting Insightly to Qlik

Connecting Insightly to Qlik can be achieved through several methods:

  • Using a native data connector for Qlik Insightly, which might be available in specific Qlik products.
  • Developing a custom Insightly Qlik connector using Qlik APIs and Insightly APIs to extract data from Insightly to Qlik and load it into the desired dashboard.
  • Utilizing third-party integration services or data integration platforms to sync Insightly with Qlik and automate data import processes.
  • Exporting data from Insightly in a compatible format, such as CSV or Excel, then importing it into Qlik for visualization and analysis.
  • Choosing an advanced marketing analytics platform like Improvado, which simplifies the entire process of connecting Insightly to Qlik, from data extraction to visualization.

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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
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Connecting Insightly to Qlik with Improvado

Improvado is the optimal solution for connecting Insightly to Qlik, as it provides an extensive range of benefits for enterprise companies. By leveraging Improvado's data pipeline, businesses can effortlessly link Insightly to Qlik without the need for in-depth technical expertise or custom code. Improvado's platform can automatically extract and normalize a wide variety of metrics and dimensions from Insightly, ensuring data consistency and accuracy across multiple sources.

Moreover, Improvado's platform is highly scalable and customizable, enabling enterprises to adapt their data pipelines as their needs evolve. With Improvado's top-notch customer support, businesses can rely on expert assistance to address any issues or concerns they may encounter. Additionally, Improvado can centralize marketing and sales data from various sources, allowing companies to gain a comprehensive view of their entire operation and make more informed decisions based on accurate and up-to-date information.

Summary of connection Insightly to Qlik

In summary, connecting Insightly and Qlik is a powerful way for enterprise companies to optimize their marketing, sales, and customer engagement efforts. By utilizing Improvado's advanced marketing analytics platform, businesses can benefit from a scalable, customizable, and user-friendly solution to connect Insightly to Qlik. With Improvado's exceptional customer support, enterprises can rely on expert guidance to navigate any challenges they face. To learn more about how Improvado can help your business harness the full potential of Insightly and Qlik, book a call with one of our experts today.

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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