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!
Insightly connection flow
In order to add an Insightly Klip with your data to your dashboard, you will need:
To add an Insightly Klip to your dashboard:
- 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.