Two-way sync
Changes in Drift or Insightly instantly reflect in both systems. No stale data, no manual imports.
Keep Drift 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 Meetings, Contacts, Conversations, Messages in Drift with Events, Notes, Products, Custom Fields 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.
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.
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.
| Drift objects | Insightly objects | |
|---|---|---|
| Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object. | Leads Unqualified prospects sync in from forms and enrichment sources before conversion. | |
| Conversations Chat threads with status and participants; the center of Drift's data model. | Opportunities Pipeline records feed forecasting and warehouse-based reporting. | |
| Messages Individual messages within a conversation, used for transcript and intent analysis. | Projects Delivery records created from won opportunities sync with PSA and task tools. | |
| Accounts Company records used for account-based routing and targeting. | Tasks Activity records keep follow-ups consistent across systems. | |
| Users Agents and sales reps who own conversations and meetings. | Events Calendar items sync for a complete activity timeline. | |
| Playbooks Bot flows that generate conversations and qualify visitors. | Notes Free-text context attaches to synced records for downstream visibility. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Drift–Insightly connection.
Changes in Drift or Insightly instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Drift 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 Drift or Insightly record.
Track your Drift ⇄ Insightly sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Drift 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 Drift 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 Drift 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 Drift and Insightly: authenticate both systems, choose the objects to sync (such as Drift's Contacts and Conversations), map fields visually, and changes propagate both ways in milliseconds — no code required.
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Drift and Insightly connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Drift–Insightly integration in-house.
Yes — Stacksync ships production-grade connectors for both Drift and Insightly. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
Change detection on Drift: Webhook events for new conversations, messages, and contact changes; polling for backfills. On Insightly: Polling on record updated-date fields. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
On the Drift side: Meetings, Contacts, Conversations, Messages, plus custom fields where Drift exposes them. On the Insightly side: Events, Notes, Products, Custom Fields. 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.
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 386 integrations available for Drift and Insightly.