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Database ⇄ CRM

Azure SQL Database to Insightly integration — real-time, two-way sync

Keep Azure SQL Database 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.

  • 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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Why teams connect Azure SQL Database and Insightly

Treat Insightly like part of your database: its records live in Azure SQL Database as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in Azure SQL Database, where it can be queried and joined like everything else.

Stacksync mirrors Organizations, Leads, Opportunities, Projects from Insightly into Stored procedures, Change tracking / CDC tables, Tables, Views in Azure SQL Database with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Insightly with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Two-way sync of Insightly contacts and organizations with a marketing automation platform
  • Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
  • Feed an Azure SQL operational database with orders and inventory from an ERP in near real time.
  • Expose SaaS data (billing, support tickets) as tables in Azure SQL for reporting teams already on Microsoft tooling.

Trigger workflows from CRM changes

Field and stage updates in Insightly arrive as row changes in Azure SQL Database, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Insightly become tables in Azure SQL Database you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to Azure SQL Database sync onto the matching records in Insightly, giving go-to-market teams live product context.

What you can sync between Azure SQL Database 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.

Azure SQL Database objects Insightly objects
Change tracking / CDC tables System-maintained change records used to drive incremental sync. Contacts Person records sync with marketing and support tools to keep one contact list.
Tables The primary sync target; rows map one-to-one to records in the paired system. Organizations Company records map to accounts in ERPs and other CRMs.
Views Read-only projections used when the sync should expose a curated shape rather than raw tables. Leads Unqualified prospects sync in from forms and enrichment sources before conversion.
Schemas Namespaces that organize tables and control which objects a sync user can reach. Opportunities Pipeline records feed forecasting and warehouse-based reporting.
Rows and columns Standard relational records with typed columns; primary keys anchor upserts. Projects Delivery records created from won opportunities sync with PSA and task tools.
Stored procedures Existing business logic that some teams invoke on write instead of direct table inserts. Tasks Activity records keep follow-ups consistent across systems.
What ships with Azure SQL Database ⇄ Insightly

Connect Azure SQL Database and Insightly for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Azure SQL Database 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 Azure SQL Database or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Azure SQL Database and Insightly.

How the Azure SQL Database and Insightly connectors work

Azure SQL Database

Integration surface
SQL wire protocol (TDS), the same protocol as SQL Server; T-SQL over standard drivers
Authentication
SQL authentication (database credentials) or Microsoft Entra ID authentication
Change detection
Change data capture or change tracking, both supported on Azure SQL Database; polling as a fallback
Capabilities
read · write · CDC

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 Azure SQL Database 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 Azure SQL Database 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
    Azure SQL Database connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Azure SQL Database and Insightly integration FAQ

SECURITY

Security teams love 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
CSA STAR
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

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Azure SQL Database and Insightly.

Popular · 8 of 386
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