Real-time
Two-way sync
Changes in Bingads or Insightly instantly reflect in both systems. No stale data, no manual imports.
Marketing ⇄ CRM
Bingads to Insightly integration — real-time, two-way sync
Keep Bingads 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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Why teams connect Bingads and Insightly
Keep the people you sell to and the people you market to in one shared view: Insightly and Bingads sync contacts, accounts, and engagement in real time, in both directions.
Insightly owns the customer relationship and the pipeline; Bingads runs the campaigns, audiences, and outreach that fill it. The two overlap on the same people and companies — a lead in one system is a subscriber, a segment member, an event registrant, or an ad audience in the other. When that overlap is bridged by CSV exports or a nightly job, sales works from lists that no longer match reality and marketing keeps targeting people whose status has already moved on.
Stacksync syncs Opportunities, Projects, Tasks, Events in Insightly with Conversion Goals & Offline Conversions, Ad Extensions (Assets), Accounts, Customers & Users, Performance Reports in Bingads field by field, in real time, and in both directions. You decide which system owns which fields — Insightly can own account and opportunity status while Bingads owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- 01 Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
- 02 Keep Insightly projects aligned with delivery or PSA tools after opportunities close
- 03 Import offline conversions - closed-won deals and qualified leads - from a CRM into Microsoft Advertising with ApplyOfflineConversions so automated bidding optimizes on real outcomes.
- 04 Mirror Accounts, Customers, and users from Customer Management into an internal database for agency/MCC-style hierarchy and access reporting.
Common sync patterns
Segments and audiences follow the CRM
Where Bingads builds lists, segments, or ad audiences, membership tracks the fields and stage owned in Insightly, so who receives a campaign reflects current pipeline reality instead of a stale export.
Where Bingads generates leads: hand-off without re-keying
New leads or responders captured in Bingads flow into Insightly assigned and deduplicated, so nothing sits in a marketing list waiting for someone to export it.
New and updated people stay in step
When a contact or lead is created or edited in either system, the matching record appears or updates in the other, so campaigns reach real people and reps see who is already being marketed to.
What you can sync between Bingads 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.
| Bingads objects | Insightly objects | How this pairing syncs | |
|---|---|---|---|
| Budgets & Bid Strategies Shared budgets and automated bid strategies (e.g. Maximize Conversions, Target CPA); read and write so finance-approved spend and bids apply to live campaigns. | Leads Unqualified prospects sync in from forms and enrichment sources before conversion. | Budgets & Bid Strategies is specific to Bingads and Leads to Insightly — each maps to any object or custom field on the other side. | |
| Audiences & Remarketing Lists Remarketing, customer-match, in-market, and similar audiences; read and create/associate to keep audience lists aligned with a CDP or CRM. | Opportunities Pipeline records feed forecasting and warehouse-based reporting. | Audiences & Remarketing Lists is specific to Bingads and Opportunities to Insightly — each maps to any object or custom field on the other side. | |
| Conversion Goals & Offline Conversions Conversion goals (read/create) plus ApplyOfflineConversions, which imports offline conversion events (closed deals, qualified leads) back into Microsoft Advertising to inform bidding. | Projects Delivery records created from won opportunities sync with PSA and task tools. | Conversion Goals & Offline Conversions is specific to Bingads and Projects to Insightly — each maps to any object or custom field on the other side. | |
| Ad Extensions (Assets) Sitelink, callout, image, call, and other extensions/assets associated to campaigns and ad groups; CRUD via Campaign Management. | Tasks Activity records keep follow-ups consistent across systems. | Ad Extensions (Assets) is specific to Bingads and Tasks to Insightly — each maps to any object or custom field on the other side. | |
| Accounts, Customers & Users Customer Management hierarchy - accounts, customers, and users - read and managed to mirror agency/MCC-style structure and access into an internal database. | Events Calendar items sync for a complete activity timeline. | Accounts, Customers & Users is specific to Bingads and Events to Insightly — each maps to any object or custom field on the other side. | |
| Performance Reports Campaign, ad group, keyword, geographic, and audience performance via the asynchronous Reporting service (submit, poll, download); read-only spend and conversion data. | Notes Free-text context attaches to synced records for downstream visibility. | Performance Reports is specific to Bingads and Notes to Insightly — each maps to any object or custom field on the other side. |
How changes propagate between Bingads 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.
Bingads Insightly Interval-based propagation
DetectionStacksync polls Bingads for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks or change-data-capture.
DeliveryEach detected change is written to Insightly through its API, with automatic retries and rate-limit backoff.
Insightly Bingads 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 Bingads through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Bingads: Service-specific throttling rather than one global limit. Ad Insight caps calls per user per minute with a 60-second sliding window at the customer level. The Bulk service caps download/upload calls and, once hit, returns 'no more bulk upload or download calls will be permitted for this account,' clearing after up to 15 minutes; Campaign Management caps entities per call, so large changes go through Bulk.
- Insightly: Daily API request caps vary by Insightly plan.
What ships with Bingads ⇄ Insightly
Connect Bingads and Insightly for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Bingads–Insightly connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Bingads 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 Bingads or Insightly record.
Observability
Monitoring
Track your Bingads ⇄ Insightly sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Bingads and Insightly.
How the Bingads and Insightly connectors work
Bingads
- Integration surface
- SOAP web services (Bing Ads API v13): Campaign Management, Bulk, Reporting, Customer Management, Customer Billing, and Ad Insight services, plus offline conversion import. SDKs for C#, Java, Python, and PHP; a Sandbox environment mirrors production.
- Authentication
- OAuth 2.0 (Microsoft identity platform / Azure AD) access tokens passed in the SOAP AuthenticationToken header, plus a Microsoft Advertising Developer Token that authorizes API access; calls are scoped by CustomerId and account (CustomerAccountId).
- Change detection
- No webhooks or change-data-capture. Reporting is asynchronous - submit a report request, poll until it completes, then download the file. Current campaign state is refreshed via scheduled Bulk downloads (full or by last-sync date) or entity list calls.
- Capabilities
- read · write
- Rate limits
- Service-specific throttling rather than one global limit. Ad Insight caps calls per user per minute with a 60-second sliding window at the customer level. The Bulk service caps download/upload calls and, once hit, returns 'no more bulk upload or download calls will be permitted for this account,' clearing after up to 15 minutes; Campaign Management caps entities per call, so large changes go through Bulk.
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 Bingads 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.
- 01
Connect your apps
Authenticate Bingads 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.
Bingads
connected
Insightly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Bingads 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.
objects · Bingads ⇄ InsightlyCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Bingads InsightlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Bingads and Insightly integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Bingads and Insightly: authenticate both systems, choose the objects to sync (such as Bingads's Budgets & Bid Strategies and Audiences & Remarketing Lists), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Yes — Stacksync ships production-grade connectors for both Bingads and Insightly. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Bingads: No webhooks or change-data-capture. Reporting is asynchronous - submit a report request, poll until it completes, then download the file. Current campaign state is refreshed via scheduled Bulk downloads (full or by last-sync date) or entity list calls. On Insightly: Polling on record updated-date fields. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Insightly side: Opportunities, Projects, Tasks, Events, plus custom fields where Insightly exposes them. On the Bingads side: Conversion Goals & Offline Conversions, Ad Extensions (Assets), Accounts, Customers & Users, Performance Reports. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
-
Common patterns for Bingads and Insightly: Segments and audiences follow the CRM; Where Bingads generates leads: hand-off without re-keying; New and updated people stay in step. Where Bingads builds lists, segments, or ad audiences, membership tracks the fields and stage owned in Insightly, so who receives a campaign reflects current pipeline reality instead of a stale export.
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
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