What you can do with Insightly on GeoMaps
- Plot every record on an interactive map — geocoded automatically.
- Filter by any field and save the views you come back to.
- Layer on routes, heatmaps, territories and demographic data.
- Keep your map in sync as your CRM data changes.
Why map your Insightly data
Insightly keeps your contacts, organizations and opportunities in order, but a list of addresses never shows you where your business actually is. Connect Insightly to GeoMaps and every record is geocoded and placed on an interactive map automatically — ready to filter, route, theme and share, with no spreadsheets of latitude and longitude and no GIS expertise required.
Visualize where your opportunities sit and which regions are under-served, then filter straight to the accounts that matter most this quarter.
Once your Insightly data is on the map you can plan optimized routes, build heatmaps, territories and drive-time areas, and explore real examples in the sales mapping gallery.
How to connect Insightly
Create a free account
Sign up for GeoMaps — no credit card required.
Connect Insightly
Choose Insightly from the data sources and authorize the connection.
Pick the records to map
Select the objects you want and GeoMaps geocodes and plots them instantly.
Insightly mapping FAQ
- How do I put Insightly contacts, organizations and opportunities on a map?
- Connect Insightly to GeoMaps in a couple of clicks, pick the records you want, and GeoMaps geocodes every address and plots it on an interactive map — you don't need a column of coordinates or any mapping software.
- Does GeoMaps keep my Insightly map up to date?
- Yes — GeoMaps refreshes from Insightly so the map reflects new and updated contacts, organizations and opportunities without manual exports.
- Can I filter and segment the Insightly map?
- Yes. Filter by any field from Insightly, save the views you use most, and layer on routes, drive-time areas, heatmaps and territories so the map becomes something your team can act on — not just look at.
- Is there a free way to map Insightly data?
- Yes. GeoMaps is free for up to 1,000 locations with no credit card, so you can map and share your Insightly data before deciding whether to upgrade.
