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Sync your data warehouse to Insightly

Reverse ETL for Insightly

Connect to Insightly and bring all your customer data from your data warehouse into the hands of your sales & success teams. With Census, the data isn't just imported once, it's kept in sync forever. No engineering favors or messing with CSV files required.

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What can you do with Insightly and Census?

Census makes it easy to customize your Freshsales instance to your business.

360º Customer Profiles

Your stack is composed of 10+ tools. Each one has data about your customers; none have the full picture. With Census, unify that siloed data into a bespoke 360° customer profile that stays in sync across all tools, so your team doesn’t have to go to 5 different places to understand their customers.

Personalized Campaigns

Send the right message to the right person every time, all the time. Automatically educate and nurture self-serve users on features to create upsell opportunities, send periodic account overview emails, and trigger campaigns based on calculated metrics with up-to-date data.

Churn Risk Reduction

Use your product data and metrics to reduce risk. By surfacing product usage data in your CRM and other tools, you can run reports or workflows to notify your teams when there's a downward trend in usage so that they can take the best next actions to prevent churn.

360º Customer Profiles

Lead Scoring

Every company is different, so you should create scoring models using your first-party data. Whether you prefer a Product Qualified Lead (PQL) model or Marketing Qualified Leads (MQL), you can build it and sync it with Census.

Churn Risk Reduction

Use your product data and metrics to reduce risk. By surfacing the usage data in your CRM and other tools, you can run reports or workflows to notify your teams when there is a downward trend in usage so that they can take the best next actions to prevent churn.

Learn how to connect Insightly and Census

Read the docs View on Hubspot Marketplace

Learn more about Insightly

Learn how to connect Insightly and Census

Read the docs

Learn more about Insightly

Where can Census sync to in Insightly?

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Need help getting started with Insightly?

Connect with us and we'll help you get Insightly connected to Census in 30 minutes or less! In addition, we can answer any questions you have about the platform or what you can do with it. We've seen a lot of powerful use cases!

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Insightly

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A single source of truth in all your tools

Census is the easiest way to share a consistent view of your data across your entire business. Define your models, metrics, and business logic in your data warehouse and sync them to all your operational tools.