Integrate Insightly With Sourcetable

Gain insights into your Insightly data in a spreadsheet your whole team can use. Automate reporting, charting, and more by connecting your Insightly account to Sourcetable.

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Created by people from the best tech companies

Maximize the Potential of Your CRM Data

Sourcetable brings the power of Insightly's full-featured CRM into an easy-to-use spreadsheet interface.

Sync Without Code

Seamlessly integrate real-time data from Insightly. Our effortless synchronization means your CRM's leads, sales pipelines, and project data are always current, with no need for manual intervention.

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Uncover Insights Fast

With Sourcetable's simple interface, quickly navigate through Insightly's analytics. Identify key customer journey trends and optimize your marketing campaigns for better results.

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Automate Like a Pro

Use familiar spreadsheet functions to develop comprehensive reports. Construct dynamic dashboards for your sales or customer service portal data that refresh on their own, saving you time and effort.

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Empower Your Team

Grant your team the accessibility to make informed decisions with data from Insightly. They can delve into CRM insights without the need for specialized training, fostering a data-driven culture.

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Give your team the tools to make the most of your Insightly data

AI Spreadsheet

Gain insights into your Insightly data using natural language queries with Sourcetable AI.

Data Tables

Make your Insightly data accessible. Use one of our 100+ integrations to sync your data in real-time.

Report Automation

Create reports that automatically update daily, weekly, or monthly as your data changes.

Business Intelligence

Ditch complex dashboards. Bridge the gap between your data and reporting software.

Bulk CSV Analysis

Review millions of transactions instantly without any problems.

Start analyzing your Insightly data in Sourcetable

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Step 1

Connect Insightly to Sourcetable

Let Sourcetable talk to your Insightly account in real-time to Sourcetable. No coding skills required.

Step 2

Sync your Insightly data to a workbook

View your data in a workbook to create auto-updating spreadsheets and reports.

Step 3

Gain insights into your Insightly data

Answer any question about your Insightly data with Sourcetable's AI assistant.

Over 100+ data integrations to choose from

Unlock your data's full potential with Sourcetable. Automate reporting and analyze data from any app with Sourcetable AI.

Checkout out all of our integrations

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Simplify your BI tooling with a spreadsheet that syncs with all your data.

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See what people are saying about Sourcetable

Chris Aubuchon

@ChrisAubuchon

Spreadsheets are still the best interface for so many real world projects, it's time for @SourcetableApp to give them a reboot

Micah Alpern

@malpern

Love seeing innovation in this space after so many decades with very little.

Jason Monberg

@jasonmonberg

Thrilled for the @SourcetableApp team, we need products like this breaking through older paradigms.

David @ NextView

@davidbeisel

The future of spreadsheets? Spreadsheets. The @SourcetableApp team is building the world's best spreadsheet at https://sourcetable.com

Jeremy Nixon

@JvNixon

The @SourcetableApp team, attack data management with their AI-powered spreadsheet, enabling seamless syncing and querying of application data without coding! 📊🤖

TechCrunch

@TechCrunch

Sourcetable raises $3M, claiming the future of spreadsheets is spreadsheets.

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Integrate Insightly With Sourcetable

Try Sourcetable to gain valuable insights from your Insightly data in a familiar spreadsheet interface Get unlimited access free for 14 days.


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