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AI ⇄ CRM

Autopilot to Insightly integration — real-time, two-way sync

Keep Autopilot 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 Autopilot and Insightly

Write what Autopilot computes onto the contacts, accounts, and deals in Insightly, and feed Insightly's records back into Autopilot, in real time and in both directions.

Autopilot turns data into something a revenue team can act on: scores, classifications, summaries, and embeddings. But the customers those results describe live in Insightly, where reps and marketers actually work. Intelligence that stays inside Autopilot rarely reaches the record where a decision gets made, and Autopilot is only as sharp as the data it sees, which is also held in Insightly.

Stacksync connects Journeys (Triggers), Activities, Contacts, Lists in Autopilot to Tasks, Events, Notes, Products in Insightly with bi-directional, real-time sync. Records and fields from Insightly flow into Autopilot as the material it scores, indexes, or enriches, and the values Autopilot produces flow back onto the matching contact, account, or deal in Insightly, field by field, within seconds. There is no batch export in the middle and no glue code to maintain.

Because the mapping is field-level, you choose exactly which attributes cross and in which direction, so Insightly stays the record of the customer while Autopilot stays where the computation happens.

Common use cases

  • 01 Stream Activities into a warehouse so opens, clicks, and journey steps sit next to product and revenue data for lifecycle reporting.
  • 02 Upsert Contacts from a CRM or product database into Autopilot so new signups and profile changes flow into email and SMS journeys without manual CSV imports.
  • 03 Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
  • 04 Keep Insightly projects aligned with delivery or PSA tools after opportunities close

Common sync patterns

Where Autopilot indexes records for retrieval: Insightly keeps it fresh

Contacts, accounts, and notes from Insightly sync into Autopilot as they change, so embeddings or search stay aligned with the live CRM instead of a stale export.

Where Autopilot summarizes or drafts: text where reps read it

Summaries, next steps, or drafted messages generated in Autopilot write back onto the account or deal in Insightly, next to the relationship they describe.

Where Autopilot enriches people or companies: fields fill in

Enriched attributes from Autopilot populate contact and company fields in Insightly, and refreshes keep them from going stale.

What you can sync between Autopilot 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.

Autopilot objects Insightly objects How this pairing syncs
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Contacts Person records sync with marketing and support tools to keep one contact list. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Organizations Company records map to accounts in ERPs and other CRMs. Lists is specific to Autopilot and Organizations to Insightly — each maps to any object or custom field on the other side.
Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Smart Segments is specific to Autopilot and Leads to Insightly — each maps to any object or custom field on the other side.
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Opportunities Pipeline records feed forecasting and warehouse-based reporting. Journeys (Triggers) is specific to Autopilot and Opportunities to Insightly — each maps to any object or custom field on the other side.
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Projects Delivery records created from won opportunities sync with PSA and task tools. Activities is specific to Autopilot and Projects to Insightly — each maps to any object or custom field on the other side.

How changes propagate between Autopilot 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.

Autopilot Insightly Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

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

Insightly Autopilot 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 Autopilot through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
  • Insightly: Daily API request caps vary by Insightly plan.
What ships with Autopilot ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot 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 Autopilot or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Autopilot and Insightly connectors work

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide

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

    Choose tables

    Pick the Autopilot 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 · Autopilot ⇄ 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
    Autopilot Insightly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Autopilot 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.

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→ 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

Related integrations

Every pair below is a real-time, two-way sync. Search all 489 integrations available for Autopilot and Insightly.

Popular · 7 of 489
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