Real-time
Two-way sync
Changes in Freshsales or Insightly instantly reflect in both systems. No stale data, no manual imports.
CRM
Freshsales to Insightly integration — real-time, two-way sync
Keep Freshsales 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 Freshsales and Insightly
Run Freshsales 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 Notes, Sales activities, Products, Contacts in Freshsales with Organizations, Leads, Opportunities, Projects 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 Sync deals into a data warehouse for pipeline reporting alongside product usage data.
- 02 Push product-qualified leads from the warehouse into Freshsales as contacts with lifecycle stages set.
- 03 Write product usage or billing data from internal databases into Insightly custom fields for account context
- 04 Deduplicate and align customer records between Insightly and an ERP or invoicing system
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 Freshsales 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.
| Freshsales objects | Insightly objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Person records carrying lifecycle stages; the main entity for two-way CRM syncs. | 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. | |
| Tasks Rep to-dos created from external triggers or synced for productivity reporting. | 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. | |
| Notes Free-text records attached to contacts, accounts, and deals. | Notes Free-text context attaches to synced records for downstream visibility. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Products Catalog items attached to deals for line-level revenue data. | 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. | |
| Accounts Company records kept aligned with billing, ERP, and warehouse tables. | Organizations Company records map to accounts in ERPs and other CRMs. | Accounts is specific to Freshsales and Organizations to Insightly — each maps to any object or custom field on the other side. | |
| Deals Pipeline records synced to a warehouse for revenue reporting. | Leads Unqualified prospects sync in from forms and enrichment sources before conversion. | Deals is specific to Freshsales and Leads to Insightly — each maps to any object or custom field on the other side. |
How changes propagate between Freshsales 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.
Freshsales Insightly Sub-second propagation
DetectionFreshsales notifies Stacksync of record changes through webhook events. Polling with updated-at filters through views.
DeliveryEach detected change is written to Insightly through its API, with automatic retries and rate-limit backoff.
Insightly Freshsales 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 Freshsales through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Freshsales: Subject to per-account API rate limits that vary by Freshworks plan.
- Insightly: Daily API request caps vary by Insightly plan.
What ships with Freshsales ⇄ Insightly
Connect Freshsales and Insightly for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshsales–Insightly connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshsales 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 Freshsales or Insightly record.
Observability
Monitoring
Track your Freshsales ⇄ Insightly sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Freshsales and Insightly.
How the Freshsales and Insightly connectors work
Freshsales
- Integration surface
- REST API
- Authentication
- API key sent as a Token authorization header
- Change detection
- Polling with updated-at filters through views; outbound webhooks can be configured via workflow automations
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-account API rate limits that vary by Freshworks plan
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 Freshsales 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.
- 01
Connect your apps
Authenticate Freshsales 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.
Freshsales
connected
Insightly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshsales 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.
objects · Freshsales ⇄ InsightlyCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Freshsales InsightlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshsales and Insightly integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Freshsales and Insightly: authenticate both systems, choose the objects to sync (such as Freshsales's Contacts and Tasks), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Freshsales: List access runs through views (saved filters): the API returns contacts or deals per view, which shapes how full extracts and incremental pulls are structured. 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 Freshsales and Insightly without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Freshsales and Insightly records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Freshsales and Insightly connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Freshsales–Insightly integration in-house.
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Yes — Stacksync ships production-grade connectors for both Freshsales and Insightly. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Freshsales: Polling with updated-at filters through views; outbound webhooks can be configured via workflow automations. 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.
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.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 532 integrations available for Freshsales and Insightly.
Popular · 7 of 532
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Freshsales ⇄ Creatio CRM -
Freshsales ⇄ Folk CRM -
Freshsales ⇄ Freshworks CRM -
Insightly ⇄ Attio -
Insightly ⇄ Pipedrive -
Insightly ⇄ Zoho CRM -
Insightly ⇄ Shopify
No integrations match .
