Real-time
Two-way sync
Changes in Gainsight or Insightly instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Gainsight to Insightly integration — real-time, two-way sync
Keep Gainsight 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
Case study
Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Gainsight and Insightly
Sync what happens in Gainsight with the customer records in Insightly, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Gainsight holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Custom Objects, Company, Person (People), Relationship in Gainsight to Organizations, Leads, Opportunities, Projects in Insightly with bi-directional, real-time sync. Activity and record changes in Gainsight update the matching contact or account in Insightly, and CRM data flows the other way wherever Gainsight can store and use it.
Common use cases
- 01 Keep Relationship records aligned with a billing system or ERP so multi-product customers map to the correct contracts and invoices.
- 02 Read Timeline Activities and Success Plan objectives into a reporting database for churn, QBR, and CSM-productivity dashboards.
- 03 Keep Insightly projects aligned with delivery or PSA tools after opportunities close
- 04 Write product usage or billing data from internal databases into Insightly custom fields for account context
Common sync patterns
Where Gainsight processes payments
Charges, refunds, and subscription changes appear on the account in Insightly, so revenue context lives with the relationship.
Where Gainsight can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Insightly sync into Gainsight, so people working there have the context without switching tools.
Where Gainsight handles support or shared inboxes
Tickets and conversations attach to the right contact and account in Insightly, so sales sees open issues before the next call.
What you can sync between Gainsight 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.
| Gainsight objects | Insightly objects | How this pairing syncs | |
|---|---|---|---|
| CTA (Call to Action) Risk and expansion alerts that drive CSM plays; often synced to ticketing or project tools so follow-up work is tracked where teams operate. | Leads Unqualified prospects sync in from forms and enrichment sources before conversion. | CTA (Call to Action) is specific to Gainsight and Leads to Insightly — each maps to any object or custom field on the other side. | |
| Scorecard Fact Health scores and measures per Company or Relationship; usage metrics from a warehouse are written in so scores reflect live telemetry. | Opportunities Pipeline records feed forecasting and warehouse-based reporting. | Scorecard Fact is specific to Gainsight and Opportunities to Insightly — each maps to any object or custom field on the other side. | |
| Timeline Activity Logged calls, emails, and notes; usually read out into a reporting database for QBR and churn analysis. | Projects Delivery records created from won opportunities sync with PSA and task tools. | Timeline Activity is specific to Gainsight and Projects to Insightly — each maps to any object or custom field on the other side. | |
| Success Plan Account objectives with associated tasks; read out for reporting or synced with project tools tracking onboarding and adoption. | Tasks Activity records keep follow-ups consistent across systems. | Success Plan is specific to Gainsight and Tasks to Insightly — each maps to any object or custom field on the other side. | |
| Task and Playbook Cockpit tasks generated from CTAs and playbooks; synced with Jira or Asana so execution happens in the team's own tool. | Events Calendar items sync for a complete activity timeline. | Task and Playbook is specific to Gainsight and Events to Insightly — each maps to any object or custom field on the other side. | |
| Custom Objects Org-specific MDA tables with the __gc suffix; discoverable via the Describe API so field mappings can be generated automatically. | Notes Free-text context attaches to synced records for downstream visibility. | Custom Objects is specific to Gainsight and Notes to Insightly — each maps to any object or custom field on the other side. |
How changes propagate between Gainsight 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.
Gainsight Insightly Interval-based propagation
DetectionStacksync polls Gainsight for changes on an incremental schedule, reading only records changed since the previous pass. Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object.
DeliveryEach detected change is written to Insightly through its API, with automatic retries and rate-limit backoff.
Insightly Gainsight 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 Gainsight through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Gainsight: Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
- Insightly: Daily API request caps vary by Insightly plan.
What ships with Gainsight ⇄ Insightly
Connect Gainsight and Insightly for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Gainsight–Insightly connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Gainsight 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 Gainsight or Insightly record.
Observability
Monitoring
Track your Gainsight ⇄ Insightly sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Gainsight and Insightly.
How the Gainsight and Insightly connectors work
Gainsight
- Integration surface
- REST APIs (per-object) and asynchronous Bulk REST API
- Authentication
- API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported
- Change detection
- Polling on the ModifiedDate (GS Modified Date) system field, which is filterable and sortable on every object; Rules Engine Real-Time Rules can optionally push specific object events (e.g., a Company stage change) to an external endpoint
- Capabilities
- read · write
- Rate limits
- Synchronous APIs are capped near 100 calls/min and 50,000/day; the asynchronous Bulk API allows 10 calls/hour and 100/day. Both are fixed-window limits, and the applicable per-hour and per-day limits are returned in the x-ratelimit-limit response header.
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 Gainsight 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 Gainsight 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.
Gainsight
connected
Insightly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Gainsight 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 · Gainsight ⇄ 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.
Gainsight InsightlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Gainsight and Insightly integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Gainsight and Insightly: authenticate both systems, choose the objects to sync (such as Gainsight's CTA (Call to Action) and Scorecard Fact), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Common patterns for Gainsight and Insightly: Where Gainsight processes payments; Where Gainsight can store CRM context: fields kept current; Where Gainsight handles support or shared inboxes. Charges, refunds, and subscription changes appear on the account in Insightly, so revenue context lives with the relationship.
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Gainsight: REST APIs (per-object) and asynchronous Bulk REST API. Authentication: API access key passed in the 'accesskey' request header (non-expiring), generated by a Gainsight admin; M2M OAuth (Client ID/Secret) is also supported. 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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Gainsight: Objects are typed STANDARD (Company, Person, Relationship), CUSTOM (__gc suffix), or SYSTEM; the Describe API reports which fields are createable, updateable, filterable, and sortable. Insightly: Most core objects support custom fields, which is the standard place to land externally sourced data during syncs. Stacksync's field mapping accounts for these differences between Gainsight 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 Gainsight 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 Gainsight and Insightly connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Gainsight–Insightly integration in-house.
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
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 521 integrations available for Gainsight and Insightly.
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