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Data warehouse ⇄ CRM

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

Keep Dremio 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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Migrated from Mulesoft
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Dremio and Insightly

Sync Insightly into Dremio continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Tasks, Events, Notes, Products from Insightly land in Dremio as live tables, updated within seconds, and columns computed in Dremio write back to fields in Insightly. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • Write product usage or billing data from internal databases into Insightly custom fields for account context
  • Consolidate data from multiple lake sources through one Dremio semantic layer into a single warehouse target.
  • Sync curated Dremio views into an operational Postgres so applications get low-latency access to lakehouse data.

CRM analytics on live data

Accounts, contacts, and activity from Insightly are queryable in Dremio moments after they change, so dashboards stop lagging the reality they describe.

Scores and segments back on the record

Lead scores, churn risk, or usage segments computed in Dremio appear as fields in Insightly, where the people working accounts actually see them.

A single customer view

Join Insightly's relationship data with billing, product, and support data in Dremio to build the customer picture the CRM alone cannot hold.

What you can sync between Dremio 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.

Dremio objects Insightly objects
Spaces and folders Namespaces that organize virtual datasets and govern access. Opportunities Pipeline records feed forecasting and warehouse-based reporting.
Reflections Materialized accelerations that make repeated extraction queries cheaper. Projects Delivery records created from won opportunities sync with PSA and task tools.
Jobs Query execution records useful for monitoring sync workloads. Tasks Activity records keep follow-ups consistent across systems.
Sources Connected storage and database systems (S3, ADLS, relational databases) Dremio queries in place. Events Calendar items sync for a complete activity timeline.
Physical datasets Tables and files promoted from sources; the raw data a sync ultimately reads. Notes Free-text context attaches to synced records for downstream visibility.
Virtual datasets (views) SQL views layering semantics over physical data; the preferred sync target for curated extracts. Products Product catalog entries support line-item syncing on opportunities and quotes.
What ships with Dremio ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Dremio 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 Dremio or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Dremio and Insightly connectors work

Dremio

Integration surface
Arrow Flight SQL, JDBC/ODBC, and a REST API
Authentication
Personal access tokens or username/password; OAuth-based SSO on Dremio Cloud
Change detection
Polling via SQL; Iceberg table snapshots can anchor incremental reads; no consumer-facing change feed
Capabilities
read · write
Rate limits
Bounded by engine capacity and workload management rather than 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 Dremio 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 Dremio 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
    Dremio connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Dremio and Insightly integration FAQ

SECURITY

Security teams love 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 386 integrations available for Dremio and Insightly.

Popular · 8 of 386
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