Klip Gallery: Insightly

Insightly is a CRM and Project Management tool. Use Insightly to track leads, proposals, opportunities, projects and manage files. Then, visualize it all with Insightly Klips!

What you'll need:

  • Your Insightly API Key

In this article:

  • See which Klips are available for this service in the Gallery
  • Find out how to connect your Insightly data when adding a Klip from the Gallery

Klip Gallery: Insightly

If you have a Klipfolio account, you can add these Insightly Klips from the Gallery to your dashboard:

Description Klip
Deals Won (Last 30 days)
Monitor the total value of wins over the past 30 days, and compare it to the total from the previous 30 days.

Add this Klip!
Opportunity Pipeline
View opportunities at each stage of the pipeline, and track bid values.

Add this Klip!
Top 5 Recent Wins
Show off your five most recent wins.

Add this Klip!
Quarterly Metrics
Track your most pivotal metrics for the current quarter.

Add this Klip!
Wins By Category
See a list of your latest wins by category.

Add this Klip!
Value of Open Opportunities
View the total value of all open opportunities.

Add this Klip!
Top 5 Opportunities
Monitor your top five opportunity values and ensure they turn into wins.

Add this Klip!

Insightly connection flow

In order to add an Insightly Klip with your data to your dashboard, you will need:

  • Your Insightly API Key

To add an Insightly Klip to your dashboard:

Location Action
  • Select an Insightly Klip from the Gallery.
  • In the Data Source Settings dialog box, you are asked for your Insightly API Key.
  • To find your Insightly API Key, login to your Insightly account.
  • Click on Your Icon and select User Settings.
  • Under API Key, copy and paste your API Key into the Data Source Settings dialog box in Klipfolio.
  • Click Add Klip.

Learn more

Learn how to build your own Klips:

NEW: Klip Gallery

  1. Adding a pre-built Klip from the Klip Gallery
  2. Klip Gallery: Alexa
  3. Klip Gallery: Basecamp
  4. Klip Gallery: Bitly
  5. Klip Gallery: Buffer
  6. Klip Gallery: CallRail
  7. Klip Gallery: Campaign Monitor
  8. Klip Gallery: Chargify
  9. Klip Gallery: comScore
  10. Klip Gallery: Conversion Funnel (Salesforce + Google Analytics)
  11. Klip Gallery: Facebook
  12. Klip Gallery: Facebook Ads
  13. Klip Gallery: FluidSurveys
  14. Klip Gallery: Glassdoor
  15. Klip Gallery: Google +
  16. Klip Gallery: Google Analytics
  17. Klip Gallery: Google AdWords
  18. Klip Gallery: Google Calendar
  19. Klip Gallery: GoSquared
  20. Klip Gallery: HubSpot
  21. Klip Gallery: Infusionsoft
  22. Klip Gallery: Insightly
  23. Klip Gallery: Instagram
  24. Klip Gallery: Intercom
  25. Klip Gallery: LinkedIn
  26. Klip Gallery: Localytics
  27. Klip Gallery: MailChimp
  28. Klip Gallery: Mixpanel
  29. Klip Gallery: Moz
  30. Klip Gallery: New Relic
  31. Klip Gallery: Optimizely
  32. Klip Gallery: Pingdom
  33. Klip Gallery: Quintly
  34. Klip Gallery: RSS Feeds
  35. Klip Gallery: Salesforce
  36. Klip Gallery: Sample Metrics
  37. Klip Gallery: Searchmetrics
  38. Klip Gallery: Shopify
  39. Klip Gallery: Stripe
  40. Klip Gallery: Social Media Followers - Multiple data sources
  41. Klip Gallery: Swrve
  42. Klip Gallery: Talkwalker
  43. Klip Gallery: Trello
  44. Klip Gallery: TrendSpottr
  45. Klip Gallery: Twitter
  46. Klip Gallery: UserVoice
  47. Klip Gallery: Visualizations
  48. Klip Gallery: Weather
  49. Klip Gallery: Webtrends
  50. Klip Gallery: Wistia
  51. Klip Gallery: Xero
  52. Klip Gallery: Yahoo Finance
  53. Klip Gallery: YouTube
  54. Klip Gallery: Zoho
  55. Klip Gallery: Problems adding Klips
  56. Klip Gallery: Problems adding Facebook Klips
  57. Klip Gallery: Problems adding Salesforce Klips

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