Connect Insightly to Sisense for Insightful Visualizations

Streamline marketing decision-making with Improvado.

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What is Insightly?

Insightly is a popular CRM and project management platform designed for enterprise companies. It helps businesses streamline their sales and marketing processes by managing leads, contacts, and opportunities. Insightly also offers robust project management features, enabling teams to collaborate effectively and track progress. As a result, companies can leverage data-driven insights to make informed decisions and optimize their customer relationships.

What is Sisense?

Sisense is a leading business intelligence (BI) and data visualization tool designed for enterprise organizations. It enables users to analyze and visualize complex data sets from multiple sources, offering real-time insights and interactive dashboards. With its powerful analytics engine and user-friendly interface, Sisense empowers teams to make data-driven decisions and improve overall business performance. Companies can benefit from Sisense's scalability, customization, and ability to handle large volumes of data.

Connecting Insightly to Sisense

Connecting Insightly to Sisense can be accomplished in several ways:

  • Using the native Sisense connector for Insightly: Sisense offers a built-in connector for integrating with Insightly, allowing you to import data from Insightly to Sisense easily and visualize it on your Insightly Sisense dashboard.
  • API integration: You can use the Insightly API to extract data from Insightly and import it into Sisense. This method requires a solid understanding of APIs and programming languages.
  • ETL tools: There are various third-party ETL (Extract, Transform, Load) tools available that can help you sync Insightly with Sisense. These tools can streamline the process but may require additional configuration and maintenance.
  • Custom integration: If you have in-house development resources, you can build a custom integration between Insightly and Sisense. This option provides flexibility but can be time-consuming and complex.
  • Using Improvado: Instead of going through the hassle of the methods mentioned above, you can use Improvado, an advanced marketing analytics platform that covers the entire data pipeline. It simplifies the process of connecting Insightly to Sisense and offers a more efficient, scalable solution.

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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 Sisense with Improvado

Improvado is the best solution for connecting Insightly to Sisense because it offers a complete data pipeline, from extraction and transformation to visualization. Its data extraction and load capabilities make it easy to import data from Insightly to Sisense, while its data transformation and normalization features ensure that the data is accurate and consistent. Improvado also provides a comprehensive data dictionary, which enables you to access and analyze all the relevant metrics and dimensions from your Insightly account.

With Improvado, you can save time, resources, and effort, as it eliminates the need for complex programming or third-party tools. Its user-friendly interface and robust customer support make it an ideal choice for large enterprises looking to streamline their marketing and sales data processes. Additionally, Improvado's ability to centralize data from multiple sources enables better decision-making and improved overall business performance.

Summary of connection Insightly to Sisense

In summary, connecting Insightly to Sisense can be a complex and time-consuming task, but with Improvado, you can simplify the process and reap the benefits of a scalable, customizable solution. Improvado's platform covers the entire data pipeline, from extraction to visualization, ensuring that your Insightly data is accurate and consistent when imported into Sisense. Its high-quality customer support, ability to process large volumes of data, and centralization of marketing and sales data make it an ideal choice for enterprise companies. To learn more about how Improvado can help your business, book a call with one of their 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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