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!

Looking to add pre-built Klips to your account?
See the Klipfolio Integrations Page.

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.


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