Two-way sync
Changes in Creatio CRM or Insightly instantly reflect in both systems. No stale data, no manual imports.
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.
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.
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.
| 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. |
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.
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.
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.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Creatio CRM–Insightly connection.
Changes in Creatio CRM or Insightly instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Creatio 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 Creatio CRM or Insightly record.
Track your Creatio CRM ⇄ Insightly sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Creatio 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 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.
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.
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 Creatio CRM and Insightly: authenticate both systems, choose the objects to sync (such as Creatio CRM's Contacts and Leads), map fields visually, and changes propagate both ways in milliseconds — no code required.
On the Creatio CRM side: Orders, Products, Custom sections (objects), Accounts, plus custom fields where Creatio CRM exposes them. On the Insightly side: Projects, Tasks, Events, Notes. Stacksync auto-detects both schemas and converts types between the two systems.
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 Creatio 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.
Creatio CRM: OData REST API plus a proprietary DataService API. Authentication: OAuth 2.0 or cookie-based session authentication. Insightly: REST API (versioned). Authentication: API key sent via HTTP Basic authentication. Stacksync manages authentication, retries, and rate limits on both sides.
Creatio CRM: Creatio exposes its object model over OData, so any entity, including custom objects built with its no-code tools, is addressable as an OData entity set. Insightly: Insightly combines CRM and project management in one data model, so opportunities can convert into linked projects, and both object types are available over the same API. Stacksync's field mapping accounts for these differences between Creatio CRM and Insightly without custom code.
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 434 integrations available for Creatio CRM and Insightly.