Integrate Insightly with Sourcetable

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Insightly

Let anyone on your team ask questions about your Insightly data in a familiar spreadsheet interface. Automate reporting, charting, and more. Connect Insightly with Sourcetable to get started.

Unlock the Power of Your Insightly CRM Data

Sourcetable transforms your Insightly data into actionable insights with a familiar spreadsheet interface.

Sync Without Code

Access real-time Insightly data instantly. Our automatic syncing pulls in up-to-date customer, sales, and project information, eliminating manual data entry.

Uncover Insights Fast

Reveal hidden opportunities with AI-powered queries and charts. Analyze sales pipelines, marketing campaigns, and customer journeys to drive growth.

Automate Like a Pro

Create powerful reports using Excel formulas you already know. Build custom dashboards that update automatically, streamlining your CRM reporting process.

Empower Your Team

Enable data-driven decisions across your organization. Your team can analyze Insightly data without technical skills, accelerating company-wide insights.

Give your team the tools to unlock 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.

Export Insightly To CSV

Export any data out of Insightly into a CSV file, millions of rows at a time.

Start analyzing your Insightly data in Sourcetable

Connect Insightly to Sourcetable

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

Sync your Insightly data to a workbook

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

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

Try Sourcetable

Give your team the power to ask questions about your Insightly data in a spreadsheet.

Team Purple

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.

Drop CSV

Gain Insights Into Your Insightly Data with Sourcetable