Ask questions about your Insightly data
Connect Insightly to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.
Insightly tracks your sales pipeline and customer relationships, but understanding which marketing channels drive your highest-value deals requires connecting CRM data to ad platforms and analytics tools. Filament links Insightly opportunities, contacts, and lead sources to your marketing stack and answers questions about attribution, conversion rates, and revenue by channel in plain English.
Track Insightly KPIs with Filament Analytics
Connect your Insightly account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.
View documentationKey Insightly metrics you can track in Filament:
Combine Insightly with other data sources
Your business runs on more than one app, and your analytics should too. With Filament, Insightly lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.
Your Insightly data gets even more powerful when combined with other tools:
Insightly + Google Ads
Connect Insightly opportunities with Google Ads campaigns to see which keywords and ad groups generate leads that actually close, not just convert on your website.
Insightly + HubSpot
Connect Insightly pipeline data with HubSpot marketing automation to track how email campaigns and content engagement affect deal velocity and close rates.
Insightly + Xero
Connect Insightly opportunities with Xero invoices to compare forecast revenue against actual payments and identify gaps in your sales-to-billing process.
Benefits of Filament's Insightly Integration
Ask in plain English
Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.
No setup
Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.
Gets smarter over time
Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.
How it works
Step 1: Connect your Insightly account
Connect your Insightly account to Filament and get instant access to your data. No technical setup required.
Step 2: Ask questions about your Insightly data
Start asking questions like "Which campaigns drive the most qualified leads?"
Step 3: Build Insightly dashboards in minutes
Get tailored insights instantly and share them with your team.
Better business decisions with AI Analytics
How to get more from your data
Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.
With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.
Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:
- Which campaigns and channels actually drive revenue growth?
- How does user engagement translate into pipeline or sales performance?
- Where are we losing efficiency between acquisition, retention, and finance?
By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.
Enterprise-grade security
Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.
Learn more about securityInsightly integration FAQ
Everything you need to know about connecting Insightly with Filament and getting the most out of your data.