Connect Insightly to Tableau for Real-Time Data Flow

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What is Insightly?

Insightly is a popular Customer Relationship Management (CRM) platform that helps large enterprises manage their customer data, track leads, and streamline sales processes. By using Insightly, businesses can improve sales efficiency, increase customer satisfaction, and gain valuable insights into their customer base. This CRM platform offers robust features, including project management, marketing automation, and custom reporting, making it an indispensable tool for enterprises looking to optimize their business processes.

What is Tableau?

Tableau is a powerful data visualization and analytics tool designed for enterprise organizations. With Tableau, businesses can quickly create interactive and shareable dashboards to help them make data-driven decisions. The platform is user-friendly, enabling even non-technical users to analyze complex data sets and uncover hidden insights. Tableau's capabilities range from data blending and real-time analytics to collaboration and mobile accessibility, making it an essential tool for companies aiming to stay competitive in today's data-driven landscape.

Connecting Insightly to Tableau

Connecting Insightly to Tableau allows businesses to visualize their CRM data and make more informed decisions. Here are some ways to connect Insightly to Tableau:

  • Use the native Tableau Insightly connector to establish a direct connection between the two platforms. This method requires API credentials from Insightly and allows for real-time data access.
  • Export data from Insightly as a CSV or Excel file, then import it into Tableau for analysis. This method is simple but may not be ideal for working with large data sets or for maintaining real-time data synchronization.
  • Use third-party tools or middleware such as APIs, ETL platforms, or custom-built connectors to bridge the gap between Insightly and Tableau. These methods can provide more advanced capabilities, such as data transformation and automation but may require additional technical expertise.
  • For a more seamless and efficient solution, consider using Improvado instead of other methods. Improvado is an advanced marketing analytics platform that covers the complete data pipeline, from data extraction and load to visualization. By leveraging Improvado's capabilities, connecting Insightly to Tableau becomes a more streamlined and scalable process.

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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 Tableau with Improvado

Improvado is the ideal solution for connecting Insightly to Tableau, thanks to its comprehensive set of features and benefits. With Improvado, businesses can automatically extract metrics and dimensions from Insightly using the platform's extensive data dictionary. This allows for easy data transformation and normalization, ensuring that the data is ready for visualization in Tableau. Improvado's platform is scalable and customizable, making it suitable for even the largest enterprises. Additionally, Improvado's high-quality customer support and ability to process large volumes of data ensure that users have a smooth and hassle-free experience when connecting Insightly to Tableau.

Summary of connection Insightly to Tableau

In summary, connecting Insightly and Tableau is a powerful way to visualize and analyze your CRM data, leading to better business decisions. Improvado offers an efficient, scalable, and customizable solution for this integration, enabling businesses to centralize their marketing and sales data. With Improvado's top-notch customer support, ability to process large volumes of data, and extensive data transformation capabilities, connecting Insightly to Tableau has never been easier. 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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