Insightly Data Integration | CRM Analytics Platform
Connect Insightly CRM and let AI agents query deals, contacts, and pipeline data alongside ad spend and revenue from 1,000+ other sources.
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.
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.
Data objects and fields Improvado extracts from Insightly
| Object | Fields |
|---|---|
| Leads | lead_id first_name last_name email phone status lead_source owner_user_id date_created date_updated |
| Contacts | contact_id first_name last_name email phone organization_id owner_user_id date_created date_updated |
| Organizations | organization_id organization_name phone website address owner_user_id date_created date_updated |
| Opportunities | opportunity_id opportunity_name opportunity_state opportunity_value probability forecast_close_date owner_user_id pipeline_id stage_id date_created |
| Tasks | task_id title status priority due_date completed owner_user_id assigned_team_id date_created |
From connection to autonomous action in three steps
Connect
Ask
Act
What teams ask their AI agent about Insightly
Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.
Track lead conversion from marketing campaigns through Insightly sales pipeline
Your AI agent analyzes Insightly data and delivers actionable insights — automatically, in seconds.
Correlate Insightly project success rates with customer satisfaction and retention
Your AI agent analyzes Insightly data and delivers actionable insights — automatically, in seconds.
Generate executive dashboards combining Insightly revenue with marketing ROI
Your AI agent analyzes Insightly data and delivers actionable insights — automatically, in seconds.
Your agent doesn't just read Insightly — it tracks leads to revenue
Read
Write
Monitor
AI agents query contacts, opportunities, sales pipeline stages, and project data directly from Insightly. They trace lead sources through conversion to closed deals, calculating ROI per marketing channel. Agents answer questions like 'Which campaigns generated the most qualified opportunities this quarter?' by joining CRM data with ad platforms.
| Stage | Opportunities | Weighted Value |
|---|---|---|
| Qualification | 12 deals | $156K (20%) |
| Proposal | 8 deals | $312K (50%) |
| Negotiation | 5 deals | $425K (75%) |
| Verbal Commit | 3 deals | $198K (90%) |
| Closed Won | 19 deals | $1.84M (100%) |
Send Insightly data anywhere
Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.
- SOC 2 Type II
- Certified Security
- HIPAA
- Health Data Privacy
- GDPR
- EU Data Protection
- CCPA
- CA Privacy Standard
They extract data. Improvado deploys an agent.
Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Insightly as one of 1,000+ integrated sources.
| Feature | Improvado | Supermetrics | Funnel.io | Fivetran |
|---|---|---|---|---|
| Data fields extracted | 200+ | ~90 | ~120 | ~80 |
| Total integrations | 1,000+ | ~150 | ~500 | ~300 |
| Cross-channel normalization (CDM) | ✓ Built-in | ✗ Manual | Basic mapping | ✗ Raw only |
| AI Agent access (MCP) | ✓ Read, Write, Monitor | ✗ | ✗ | ✗ |
| Data warehouse destinations | ✓ 16+ warehouses & BI tools | Sheets, Looker, BigQuery | BigQuery, Snowflake, Redshift | ✓ Broad warehouse support |
| Refresh frequency | Every 15 min | Scheduled triggers | Daily / 6hr | Every 15 min (premium) |
| SOC 2 Type II & HIPAA | ✓ | ✗ SOC 2 only | ✓ SOC 2 | ✓ |
| Best for | Teams that want an AI agent, not a pipeline | Small teams, spreadsheets | Mid-market, data teams | Engineering-led ELT pipelines |
Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.
Frequently asked questions
What Insightly data can Improvado extract?
How often does Insightly data sync?
Can I connect multiple Insightly accounts?
Does Improvado work with Insightly custom fields?
What sales metrics can I track?
How does this work with marketing attribution?
“Improvado saves about 90 hours per week and allows us to focus on data analysis rather than routine data aggregation, normalization, and formatting.”
“Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours.”
Put an AI agent on your Insightly today
Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.