Real-time
Two-way sync
Changes in Freshworks CRM or Insightly instantly reflect in both systems. No stale data, no manual imports.
CRM
Freshworks CRM to Insightly integration — real-time, two-way sync
Keep Freshworks CRM 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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Migrated from MuleSoft
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Freshworks CRM and Insightly
Run Freshworks CRM 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 Deals, Tasks, Appointments, Sales activities in Freshworks CRM 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 Mirror deal and activity data into a Postgres database that internal tools query directly.
- 02 Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.
- 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
Post-acquisition consolidation
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
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.
What you can sync between Freshworks CRM 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.
| Freshworks CRM objects | Insightly objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Unified sales-and-marketing person records; the core entity for bidirectional 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 Follow-ups created from external signals such as product usage events. | 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 Context 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. | |
| Lists Contact list membership synced against segments computed in a warehouse. | Organizations Company records map to accounts in ERPs and other CRMs. | Lists is specific to Freshworks CRM and Organizations to Insightly — each maps to any object or custom field on the other side. | |
| Accounts Company records kept consistent with ERP and billing systems. | Leads Unqualified prospects sync in from forms and enrichment sources before conversion. | Accounts is specific to Freshworks CRM and Leads to Insightly — each maps to any object or custom field on the other side. | |
| Deals Pipeline records synced out for forecasting and full-funnel reporting. | Opportunities Pipeline records feed forecasting and warehouse-based reporting. | Deals is specific to Freshworks CRM and Opportunities to Insightly — each maps to any object or custom field on the other side. |
How changes propagate between Freshworks CRM 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.
Freshworks CRM Insightly Sub-second propagation
DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.
DeliveryEach detected change is written to Insightly through its API, with automatic retries and rate-limit backoff.
Insightly Freshworks CRM 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 Freshworks CRM through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Freshworks CRM: Subject to per-account API rate limits that vary by plan.
- Insightly: Daily API request caps vary by Insightly plan.
What ships with Freshworks CRM ⇄ Insightly
Connect Freshworks CRM and Insightly for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Freshworks CRM–Insightly connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Freshworks CRM 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 Freshworks CRM or Insightly record.
Observability
Monitoring
Track your Freshworks CRM ⇄ Insightly sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Freshworks CRM and Insightly.
How the Freshworks CRM and Insightly connectors work
Freshworks CRM
- Integration surface
- REST API
- Authentication
- API key sent as a Token authorization header
- Change detection
- Polling with updated-at filters; outbound webhooks can be configured through workflow automations
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-account API rate limits that vary by 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 Freshworks CRM 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 Freshworks CRM 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.
Freshworks CRM
connected
Insightly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Freshworks CRM 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 · Freshworks CRM ⇄ 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.
Freshworks CRM InsightlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Freshworks CRM and Insightly integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Freshworks CRM and Insightly: authenticate both systems, choose the objects to sync (such as Freshworks CRM's Contacts and Tasks), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Freshworks CRM: REST API. Authentication: API key sent as a Token authorization header. Insightly: REST API (versioned). Authentication: API key sent via HTTP Basic authentication. Stacksync manages authentication, retries, and rate limits on both sides.
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Freshworks CRM: Freshworks CRM was rebranded as Freshsales Suite; it shares the Freshsales API surface, with marketing features layered onto the same contact model. 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 Freshworks CRM 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 Freshworks CRM 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 Freshworks CRM and Insightly connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Freshworks CRM–Insightly integration in-house.
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Yes — Stacksync ships production-grade connectors for both Freshworks CRM and Insightly. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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:
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