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CRM

DealCloud to Insightly integration — real-time, two-way sync

Keep DealCloud 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 DealCloud and Insightly

Run DealCloud 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 Deal, Company, Contact, Fund in DealCloud with Notes, Products, Custom Fields, Contacts 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 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 02 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 03 Deduplicate and align customer records between Insightly and an ERP or invoicing system
  • 04 Two-way sync of Insightly contacts and organizations with a marketing automation platform

Common sync patterns

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

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.

What you can sync between DealCloud 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.

DealCloud objects Insightly objects How this pairing syncs
Contact Synced with incremental and full sync. 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.
Task Synced with incremental and full sync. Tasks Activity records keep follow-ups consistent across systems. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Relationship Synced with incremental and full sync. Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Relationship is specific to DealCloud and Custom Fields to Insightly — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Organizations Company records map to accounts in ERPs and other CRMs. Activity is specific to DealCloud and Organizations to Insightly — each maps to any object or custom field on the other side.
User Synced with incremental and full sync. Leads Unqualified prospects sync in from forms and enrichment sources before conversion. User is specific to DealCloud and Leads to Insightly — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync. Opportunities Pipeline records feed forecasting and warehouse-based reporting. Deal is specific to DealCloud and Opportunities to Insightly — each maps to any object or custom field on the other side.

How changes propagate between DealCloud 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.

DealCloud Insightly Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

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

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

Rate-limit considerations

  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
  • Insightly: Daily API request caps vary by Insightly plan.
What ships with DealCloud ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud 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 DealCloud or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the DealCloud and Insightly connectors work

DealCloud

Integration surface
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.

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 DealCloud 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 DealCloud 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
    DealCloud connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

DealCloud 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.

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 392 integrations available for DealCloud and Insightly.

Popular · 8 of 392
All DealCloud integrations All Insightly integrations Browse all integrations
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