Insightly CRM & PowerBI Integration

Microsoft Power BI is a business intelligence platform that provides nontechnical business users with tools for aggregating, analyzing, visualizing, and sharing data. Microsoft Power BI is used to find insights within an organization’s data. Power BI can help connect disparate data sets, transform and clean the data into a data model and create charts or graphs to provide visuals of the data. All of this can be shared and used to quickly and easily disseminate data.

Why integrate Insightly and Power BI with AppConnect?

Power BI extends what you can learn about your sales performance by connecting to almost any data source, consolidating sales data in one central place, and presenting data in easy-to-understand visual formats.

Use Cases: Integrating Insightly and PowerBI with AppConnect

  • Trigger Reports When something changes with your business, you want to know more. Integrate Power BI with your other business platforms to trigger reports based on actions and changes in other applications. Unlike annual and monthly reports, these conditional reports can boost business agility in real time.
  • Deliver Insights Insights help your people make the best decisions wherever they are in your organization – but how can you get data in front of the people who need to see it? Integrate Power BI with the communication platforms you use every day to quickly deliver insights across your business. This integration lets everyone use analytics, even employees who don’t use Power BI.
  • Control Access To Insights Take control of data governance to enforce compliance with data security policies in your industry and at your business. Integrate Power BI with your other applications to control and restrict access to dashboards and visualizations based on permissions and authorizations.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

Experience the Insightly platform for yourself