Two-way sync
Changes in Copper CRM or Insightly instantly reflect in both systems. No stale data, no manual imports.
Keep Copper CRM 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.
Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.
Stacksync syncs Companies, Leads, Opportunities, Activities in Copper CRM with Events, Notes, Products, Custom Fields in Insightly in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Deal stage and value on shared accounts stay visible from either CRM.
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
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.
| Copper CRM objects | Insightly objects | |
|---|---|---|
| Companies Organization records linked to people and opportunities. | Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. | |
| Leads Unqualified prospects kept separate from People until converted. | Contacts Person records sync with marketing and support tools to keep one contact list. | |
| Opportunities Deals tracked through pipelines and stages; synced for revenue reporting. | Organizations Company records map to accounts in ERPs and other CRMs. | |
| Activities Logged emails, calls, meetings, and notes attached to records. | Leads Unqualified prospects sync in from forms and enrichment sources before conversion. | |
| Tasks To-dos with due dates and assignees, usable in workload syncs. | Opportunities Pipeline records feed forecasting and warehouse-based reporting. | |
| Projects Post-sale work records Copper offers alongside classic CRM objects. | Projects Delivery records created from won opportunities sync with PSA and task tools. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Copper CRM–Insightly connection.
Changes in Copper CRM or Insightly instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Copper CRM or Insightly data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Copper CRM or Insightly record.
Track your Copper CRM ⇄ Insightly sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Copper CRM and Insightly.
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.
Authenticate Copper CRM 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.
Pick the Copper CRM 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Copper CRM and Insightly: authenticate both systems, choose the objects to sync (such as Copper CRM's Companies and Leads), map fields visually, and changes propagate both ways in milliseconds — no code required.
Common patterns for Copper CRM and Insightly: Divisional or regional split; Where both track pipeline: deal visibility across systems; Post-acquisition consolidation. Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
Copper CRM: REST API. Authentication: API key paired with the requesting user's email address, sent as request headers. Insightly: REST API (versioned). Authentication: API key sent via HTTP Basic authentication. Stacksync manages authentication, retries, and rate limits on both sides.
Copper CRM: Leads are a distinct object from People; conversion creates a person (and optionally a company and opportunity), so syncs must handle the conversion transition. Insightly: Most core objects support custom fields, which is the standard place to land externally sourced data during syncs. Stacksync's field mapping accounts for these differences between Copper CRM and Insightly without custom code.
Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Copper CRM and Insightly records are not retained after a sync operation.
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Copper CRM and Insightly connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Copper CRM–Insightly integration in-house.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Copper CRM and Insightly.