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CRM

Connect Insightly to any app with two-way sync.

Two-way sync Insightly across all your CRMs, databases, data warehouses, EDI systems, and AI tools, with custom workflows tailored to your data.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Migrated from MuleSoft
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Migrated from Matillion
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Migrated from Fivetran
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Object catalog

What Stacksync syncs in Insightly.

These objects sync between Insightly and any connected system, with field-level mapping and conflict resolution. Custom fields are picked up from the live schema where Insightly exposes them.

Contacts
Person records sync with marketing and support tools to keep one contact list.
Organizations
Company records map to accounts in ERPs and other CRMs.
Leads
Unqualified prospects sync in from forms and enrichment sources before conversion.
Opportunities
Pipeline records feed forecasting and warehouse-based reporting.
Projects
Delivery records created from won opportunities sync with PSA and task tools.
Tasks
Activity records keep follow-ups consistent across systems.
Events
Calendar items sync for a complete activity timeline.
Notes
Free-text context attaches to synced records for downstream visibility.
Products
Product catalog entries support line-item syncing on opportunities and quotes.
Custom Fields
Per-object custom fields carry enrichment and billing data written from external systems.
API surface

How Stacksync connects to Insightly.

The connector runs on Insightly's native API. Stacksync manages authentication, rate limits, retries, and schema changes so your team does not maintain integration code.

Connection
REST API (versioned)
Authentication
API key sent via HTTP Basic authentication
Change detection
Polling on record updated-date fields
Rate limits
Daily API request caps vary by Insightly plan

Sync directions

  • Read Supported
  • Write Supported
  • Change data capture Not available
  • Webhooks Not available
What ships with Insightly

Connect Insightly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every connection.

Real-time

Two-way sync

Changes in Insightly instantly reflect across connected systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Insightly record.

Observability

Monitoring

Track your Insightly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions.

Use cases

What teams run on the Insightly connector.

Insightly is bought by small and mid-sized businesses — agencies, consultancies, professional services, finance, and manufacturing — often by RevOps or sales ops leaders consolidating tools, since the platform bundles CRM with marketing automation, support ticketing, and project delivery. Because pipeline (Leads, Opportunities) and delivery (Projects, Tasks) live in one instance, it tends to become the customer system of record, and integrations focus on keeping accounting, support, and reporting tools aligned with it.

  • RevOps
  • Sales ops
  • CRM admins
  • Marketing ops

  1. Two-way sync of Insightly contacts and organizations with a marketing automation platform

  2. Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL

  3. Keep Insightly projects aligned with delivery or PSA tools after opportunities close

  4. Write product usage or billing data from internal databases into Insightly custom fields for account context

  5. Deduplicate and align customer records between Insightly and an ERP or invoicing system

  6. Two-way sync of Contacts and Organizations with an accounting or billing system so the customer master matches for invoicing.

All Insightly integrations

Pick the system you need to keep in sync with Insightly. Each page covers the sync setup, field mapping, and common workflows for that pair.

CRM · 45

ERP · 34

Database · 49

Data warehouse · 29

Business productivity · 33

Accounting and finance · 16

How it works

Set up Insightly in minutes, without APIs.

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Insightly with its native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Insightly objects to sync — Stacksync auto-detects the schema, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Insightly
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Insightly database
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Insightly connector FAQ

What can I sync with the Insightly connector?

Insightly's core objects — Contacts, Organizations, Leads, Opportunities and custom fields — can sync with any of 302 other systems. Every integration is real-time and bidirectional, with field-level mapping and conflict resolution.

How does Stacksync connect to Insightly?

Via REST API (versioned), authenticated with API key sent via HTTP Basic authentication. Changes are detected as follows — polling on record updated-date fields. Stacksync manages rate limits, retries, and schema changes automatically.

Is the Insightly connector two-way?

Yes. Changes made in Insightly propagate to the connected system and vice versa, in milliseconds. One-way flows are also supported when a direction should stay read-only.

How long does an Insightly integration take to set up?

Most Insightly integrations go live in minutes: authenticate Insightly and the other system, pick objects and fields, and enable the sync. No code and no infrastructure to manage.

Is Insightly data secure in transit?

Stacksync is SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant. Insightly data is encrypted in transit, and a zero-persistent-storage architecture means records are not retained after a sync operation.

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more
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