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Security and identity ⇄ CRM

Active Directory to Insightly integration — real-time, two-way sync

Keep Active Directory and Insightly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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

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Why teams connect Active Directory and Insightly

Keep the people Insightly and Active Directory both track in agreement in real time: the internal users who own records in Insightly, and the customer login accounts in Active Directory.

A CRM and an identity system usually describe different populations. Insightly tracks customers, contacts, and the deals in motion; Active Directory governs who is allowed to sign in and what they can reach. Where the two meet is people. The reps who own records in Insightly are the same employees Active Directory provisions and disables, and when Active Directory also runs the login accounts for your product, the customers in Insightly are the same users Active Directory authenticates. Left unconnected, a departure in Active Directory leaves stale ownership sitting in Insightly, and a signup in Active Directory never reaches the account it belongs to.

Stacksync syncs Custom Fields, Contacts, Organizations, Leads in Insightly with Groups, Group memberships, Devices, Directory roles in Active Directory in real time and in both directions, matching on email or an external ID and mapping field by field. You decide which system owns which fields, and new users, role and group changes, deactivations, and account status move within seconds instead of waiting on a quarterly access review or a manual export.

Common use cases

  • 01 Deduplicate and align customer records between Insightly and an ERP or invoicing system
  • 02 Two-way sync of Insightly contacts and organizations with a marketing automation platform
  • 03 Keep security-group memberships aligned with application entitlement tables so access reflects the right teams as they change.
  • 04 Read Devices and service principals into a database for identity, asset, and license inventory across the tenant.

Common sync patterns

Group and entitlement membership as CRM fields

Membership of a directory group or an entitlement in Active Directory maps to fields in Insightly, such as product tier, plan, or internal team, so segmentation reflects real access rather than a manual guess.

Where a closed deal should provision access: Insightly drives Active Directory

A won or activated customer in Insightly can create or update the corresponding user or account in Active Directory, so provisioning starts from the CRM record instead of a separate ticket.

Where Active Directory governs your workforce: CRM users kept current

New employees in Active Directory become active users in Insightly with the right role, and group or department changes update their access and team, so the CRM's user list matches the directory without an admin re-keying it.

What you can sync between Active Directory and Insightly

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Active Directory objects Insightly objects How this pairing syncs
Directory roles Admin role assignments (directoryRole); read for access reviews and least-privilege governance. Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Directory roles is specific to Active Directory and Leads to Insightly — each maps to any object or custom field on the other side.
Service principals & applications App registrations and enterprise apps; read-mostly for entitlement and license inventory. Opportunities Pipeline records feed forecasting and warehouse-based reporting. Service principals & applications is specific to Active Directory and Opportunities to Insightly — each maps to any object or custom field on the other side.
Organizational units On-prem AD DS containers (LDAP organizationalUnit) used to scope which users and groups a sync includes. Projects Delivery records created from won opportunities sync with PSA and task tools. Organizational units is specific to Active Directory and Projects to Insightly — each maps to any object or custom field on the other side.
Organizational contacts Directory contact objects (orgContact); synced for shared address-book and CRM person records. Tasks Activity records keep follow-ups consistent across systems. Organizational contacts is specific to Active Directory and Tasks to Insightly — each maps to any object or custom field on the other side.
Users User accounts in Entra ID and on-prem AD DS; synced two-way to create, update attributes, and enable or disable accounts. Events Calendar items sync for a complete activity timeline. Users is specific to Active Directory and Events to Insightly — each maps to any object or custom field on the other side.
Groups Security and Microsoft 365 groups; synced two-way including name, type, and owner, with membership tracked separately. Notes Free-text context attaches to synced records for downstream visibility. Groups is specific to Active Directory and Notes to Insightly — each maps to any object or custom field on the other side.

How changes propagate between Active Directory and Insightly

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Active Directory Insightly Sub-second propagation

DetectionActive Directory notifies Stacksync of record changes through webhook events. Microsoft Graph delta query (change tracking) for Users and Groups, plus change-notification subscriptions (webhooks) for near-real-time triggers.

DeliveryEach detected change is written to Insightly through its API, with automatic retries and rate-limit backoff.

Insightly Active Directory Interval-based propagation

DetectionStacksync polls Insightly for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record updated-date fields.

DeliveryEach detected change is written to Active Directory through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Active Directory: Graph throttles by resource-unit cost per app per tenant in 10-second windows (about 3,500–8,000 units by tenant size); directory delta tokens expire after ~7 days.
  • Insightly: Daily API request caps vary by Insightly plan.
What ships with Active Directory ⇄ Insightly

Connect Active Directory and Insightly for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Active Directory or Insightly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Active Directory or 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 Active Directory or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Active Directory and Insightly.

How the Active Directory and Insightly connectors work

Active Directory

Integration surface
Microsoft Graph REST API (Entra ID / cloud) and LDAP/LDAPS (on-premises AD DS)
Authentication
OAuth 2.0 via the Microsoft identity platform — an app registration with application or delegated permissions (e.g. User.ReadWrite.All, Group.ReadWrite.All) and admin consent; on-prem AD DS uses a bound service account over LDAPS.
Change detection
Microsoft Graph delta query (change tracking) for Users and Groups, plus change-notification subscriptions (webhooks) for near-real-time triggers; on-prem AD DS uses the DirSync control and uSNChanged polling.
Capabilities
read · write · webhooks
Rate limits
Graph throttles by resource-unit cost per app per tenant in 10-second windows (about 3,500–8,000 units by tenant size); directory delta tokens expire after ~7 days.

Insightly

Integration surface
REST API (versioned)
Authentication
API key sent via HTTP Basic authentication
Change detection
Polling on record updated-date fields
Capabilities
read · write
Rate limits
Daily API request caps vary by Insightly plan
How it works

How to connect Active Directory to Insightly — three steps, no code

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 Active Directory and Insightly with each platform's 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
    Active Directory connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Active Directory and Insightly objects to sync — Stacksync auto-detects both schemas, 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 · Active Directory ⇄ 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
    Active Directory Insightly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Active Directory and Insightly integration FAQ

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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 514 integrations available for Active Directory and Insightly.

Popular · 6 of 514
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