Skip to content
CRM

Creatio CRM to Insightly integration — real-time, two-way sync

Keep Creatio 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.

  • 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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Creatio CRM and Insightly

Run Creatio CRM and Insightly side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

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 Orders, Products, Custom sections (objects), Accounts in Creatio CRM with Projects, Tasks, Events, Notes 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.

Common use cases

  • 01 Two-way sync of accounts, orders, and products between Creatio and an ERP so sales and fulfillment share one record of truth.
  • 02 Mirror custom no-code objects into Postgres so internal applications can query them without OData calls.
  • 03 Write product usage or billing data from internal databases into Insightly custom fields for account context
  • 04 Deduplicate and align customer records between Insightly and an ERP or invoicing system

Common sync patterns

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

What you can sync between Creatio CRM 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.

Creatio CRM objects Insightly objects How this pairing syncs
Contacts Person records linked to accounts, activities, and cases. 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.
Leads Inbound interest records qualified into opportunities; synced for funnel reporting. Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Opportunities Deal records with stages and amounts used in revenue syncs. Opportunities Pipeline records feed forecasting and warehouse-based reporting. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Products Catalog items referenced on orders and opportunities. Products Product catalog entries support line-item syncing on opportunities and quotes. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Activities Tasks, calls, and meetings tied to records for engagement tracking. Projects Delivery records created from won opportunities sync with PSA and task tools. Activities is specific to Creatio CRM and Projects to Insightly — each maps to any object or custom field on the other side.
Cases Service requests handled in Creatio's service workflows; syncable to help desk tools. Tasks Activity records keep follow-ups consistent across systems. Cases is specific to Creatio CRM and Tasks to Insightly — each maps to any object or custom field on the other side.

How changes propagate between Creatio CRM 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.

Creatio CRM Insightly Interval-based propagation

DetectionStacksync polls Creatio CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on ModifiedOn system columns.

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

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

Rate-limit considerations

  • Creatio CRM: Subject to the platform's API rate limits.
  • Insightly: Daily API request caps vary by Insightly plan.
What ships with Creatio CRM ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Creatio CRM 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 Creatio CRM or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Creatio CRM and Insightly connectors work

Creatio CRM

Integration surface
OData REST API plus a proprietary DataService API
Authentication
OAuth 2.0 or cookie-based session authentication
Change detection
Polling on ModifiedOn system columns; outbound notifications require configuring business processes
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits

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 Creatio CRM 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 Creatio 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Creatio CRM connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Creatio 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Creatio CRM ⇄ 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
    Creatio CRM Insightly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Creatio CRM 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 434 integrations available for Creatio CRM and Insightly.

Popular · 7 of 434
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.