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CRM

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

Keep Gladly 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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Why teams connect Gladly and Insightly

Run Gladly 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 Topics, Tasks, Customer profiles, Conversations in Gladly with Custom Fields, Contacts, Organizations, Leads 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 conversations and topics into a warehouse for CX analytics and staffing models.
  • 02 Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.
  • 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

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 Gladly 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.

Gladly objects Insightly objects How this pairing syncs
Tasks Follow-up work items created from external triggers or synced for workload 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.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Opportunities Pipeline records feed forecasting and warehouse-based reporting. Conversation items is specific to Gladly and Opportunities to Insightly — each maps to any object or custom field on the other side.
Agents User records used to attribute work in CX analytics. Projects Delivery records created from won opportunities sync with PSA and task tools. Agents is specific to Gladly and Projects to Insightly — each maps to any object or custom field on the other side.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Events Calendar items sync for a complete activity timeline. Topics is specific to Gladly and Events to Insightly — each maps to any object or custom field on the other side.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Notes Free-text context attaches to synced records for downstream visibility. Customer profiles is specific to Gladly and Notes to Insightly — each maps to any object or custom field on the other side.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Products Product catalog entries support line-item syncing on opportunities and quotes. Conversations is specific to Gladly and Products to Insightly — each maps to any object or custom field on the other side.

How changes propagate between Gladly 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.

Gladly Insightly Sub-second propagation

DetectionGladly notifies Stacksync of record changes through webhook events. Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports.

DeliveryEach detected change is written to Insightly through its API, with automatic retries and rate-limit backoff.

Insightly Gladly 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 Gladly through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Gladly: Subject to the platform's API rate limits.
  • Insightly: Daily API request caps vary by Insightly plan.
What ships with Gladly ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly 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 Gladly or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Gladly and Insightly connectors work

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's 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 Gladly 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 Gladly 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
    Gladly connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Gladly and Insightly integration FAQ

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.

Learn more about security
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:

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 421 integrations available for Gladly and Insightly.

Popular · 7 of 421
All Gladly integrations All Insightly integrations Browse all integrations
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