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Marketing ⇄ CRM

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

Keep Demandbase 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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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Demandbase and Insightly

Keep the people you sell to and the people you market to in one shared view: Insightly and Demandbase sync contacts, accounts, and engagement in real time, in both directions.

Insightly owns the customer relationship and the pipeline; Demandbase 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 Custom Fields, Contacts, Organizations, Leads in Insightly with People (Persons), Activities, Campaigns, Account & Person Lists (Audiences) in Demandbase 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 Demandbase owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Deduplicate and align customer records between Insightly and an ERP or invoicing system
  • 02 Two-way sync of Insightly contacts and organizations with a marketing automation platform
  • 03 Push warehouse-computed account scores, custom fields, and audiences into Demandbase via the Data Import API so ABM campaigns and sales plays target the segments the warehouse defines.
  • 04 Enrich CRM Company and Contact records with Demandbase firmographics, technographics, and verified business emails through the B2B Company and Contact Details endpoints.

Common sync patterns

Segments and audiences follow the CRM

Where Demandbase 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 Demandbase generates leads: hand-off without re-keying

New leads or responders captured in Demandbase 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 Demandbase 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.

Demandbase objects Insightly objects How this pairing syncs
Opportunities Opportunity records synced from the CRM into Demandbase; exported with calculated insights and imported or updated through the Data Import API. Read and write. 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.
People (Persons) Contact/person records with verified business email, title, seniority, and quality grades; fetched and matched via the B2B Contact endpoints and exported or imported. Projects Delivery records created from won opportunities sync with PSA and task tools. People (Persons) is specific to Demandbase and Projects to Insightly — each maps to any object or custom field on the other side.
Activities Engagement and custom activity records (web, campaign, intent); exported via Data Export and pushed in through the Data Import API using custom activity types. Tasks Activity records keep follow-ups consistent across systems. Activities is specific to Demandbase and Tasks to Insightly — each maps to any object or custom field on the other side.
Campaigns Marketing campaign records and creative assets exported through the Data Export API; read-only reporting feed. Events Calendar items sync for a complete activity timeline. Campaigns is specific to Demandbase and Events to Insightly — each maps to any object or custom field on the other side.
Account & Person Lists (Audiences) Named account and person segments exported via Data Export; custom audiences pushed into Demandbase through the Data Import API. Read and write. Notes Free-text context attaches to synced records for downstream visibility. Account & Person Lists (Audiences) is specific to Demandbase and Notes to Insightly — each maps to any object or custom field on the other side.
Company Details (B2B enrichment) Firmographics, technographics, competitors, and corporate family tree fetched by domain or name via the B2B Company Search and Details endpoints; read-only enrichment. Products Product catalog entries support line-item syncing on opportunities and quotes. Company Details (B2B enrichment) is specific to Demandbase and Products to Insightly — each maps to any object or custom field on the other side.

How changes propagate between Demandbase 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.

Demandbase Insightly Sub-second propagation

DetectionDemandbase notifies Stacksync of record changes through webhook events. Subscription API webhooks - company firmographic, company news, family-tree (ownership), and person employment-change alerts to a configurable URL.

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

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

Rate-limit considerations

  • Demandbase: Credit-based per API call; bulk jobs accept up to 10,000 records per submission, CSV uploads up to 5GB, and result URLs stay valid 24 hours; subscription alerts page up to 5,000 entities and list endpoints up to 100 per page.
  • Insightly: Daily API request caps vary by Insightly plan.
What ships with Demandbase ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Demandbase 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 Demandbase or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Demandbase and Insightly connectors work

Demandbase

Integration surface
REST APIs (Demandbase One) - a B2B API (company/contact search, details, and match with async bulk enrichment jobs), a read-only Data Export API and a write-capable Data Import API (both async bulk jobs), and a Subscription API for webhook change alerts.
Authentication
JWT bearer tokens minted from Demandbase One API Key Sets at the platform level; each credential set expires after 8 hours and is rotated. Legacy single-user API tokens are deprecated.
Change detection
Subscription API webhooks - company firmographic, company news, family-tree (ownership), and person employment-change alerts to a configurable URL secured with a signing secret; bulk reads run as async export jobs (submit, poll, download). No log-based CDC.
Capabilities
read · write · webhooks
Rate limits
Credit-based per API call; bulk jobs accept up to 10,000 records per submission, CSV uploads up to 5GB, and result URLs stay valid 24 hours; subscription alerts page up to 5,000 entities and list endpoints up to 100 per page.

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

    Choose tables

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

Demandbase 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.

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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 476 integrations available for Demandbase and Insightly.

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