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Human resources ⇄ CRM

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

Keep Greenhouse 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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Why teams connect Greenhouse and Insightly

Keep the people who own accounts in Insightly in step with the workforce records in Greenhouse, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

Insightly runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Greenhouse. Greenhouse is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Stacksync syncs Events, Notes, Products, Custom Fields in Insightly with Candidates, Applications, Jobs, Offers in Greenhouse field by field, in real time, and in both directions. You decide which system owns which fields, so Greenhouse stays authoritative on roles and org structure while Insightly keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Write product usage or billing data from internal databases into Insightly custom fields for account context
  • 02 Deduplicate and align customer records between Insightly and an ERP or invoicing system
  • 03 Two-way sync Candidates and Applications with Postgres so recruiting-ops apps read and update stage, status, and custom fields in SQL while recruiters stay in Greenhouse.
  • 04 Write enriched or sourced Candidates from external tools into Greenhouse and keep contact fields refreshed as data changes.

Common sync patterns

Deactivate access when someone leaves

When Greenhouse marks a worker as departed, the matching user in Insightly is flagged or deactivated, so former employees do not keep CRM access after their last day.

One directory of people

A person's name, title, email, phone, or manager corrected in either system updates the other, so both stop maintaining separate copies of the same individual.

Where Greenhouse tracks people the business also engages: contacts stay in sync

A person recorded in Greenhouse, such as a candidate or applicant, can create or update the matching contact in Insightly, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

What you can sync between Greenhouse 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.

Greenhouse objects Insightly objects How this pairing syncs
Candidates Person records with contact details, tags, and custom fields; read and written via Harvest, often created from sourcing or enrichment pipelines. Events Calendar items sync for a complete activity timeline. Candidates is specific to Greenhouse and Events to Insightly — each maps to any object or custom field on the other side.
Applications Links a Candidate to a Job; carries current stage, status, and source. Movable, rejectable, and hireable through Harvest write calls. Notes Free-text context attaches to synced records for downstream visibility. Applications is specific to Greenhouse and Notes to Insightly — each maps to any object or custom field on the other side.
Jobs Requisitions with openings, hiring team, departments, and offices; created and patched via Harvest, read out for funnel and time-to-fill reporting. Products Product catalog entries support line-item syncing on opportunities and quotes. Jobs is specific to Greenhouse and Products to Insightly — each maps to any object or custom field on the other side.
Offers Offer records tied to an Application with status and custom offer fields; readable and patchable, commonly synced to HRIS on hire. Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Offers is specific to Greenhouse and Custom Fields to Insightly — each maps to any object or custom field on the other side.
Scorecards Interviewer feedback and ratings tied to interviews; read-only in Harvest, exported to a warehouse for interview analytics. Contacts Person records sync with marketing and support tools to keep one contact list. Scorecards is specific to Greenhouse and Contacts to Insightly — each maps to any object or custom field on the other side.
Scheduled Interviews Interview events with interviewers, times, and rooms; full create/update/delete support for calendar and reporting syncs. Organizations Company records map to accounts in ERPs and other CRMs. Scheduled Interviews is specific to Greenhouse and Organizations to Insightly — each maps to any object or custom field on the other side.

How changes propagate between Greenhouse 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.

Greenhouse Insightly Sub-second propagation

DetectionGreenhouse notifies Stacksync of record changes through webhook events. HMAC-SHA256 signed webhooks for candidate, application, job, and interview events, plus polling list endpoints with created_after / updated_after /.

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

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

Rate-limit considerations

  • Greenhouse: Harvest enforces a per-integration limit over a rolling 10-second window (X-RateLimit-Limit, commonly 50 requests / 10s for approved integrations); responses carry X-RateLimit-Remaining and, on a 429, X-RateLimit-Reset and Retry-After.
  • Insightly: Daily API request caps vary by Insightly plan.
What ships with Greenhouse ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Greenhouse 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 Greenhouse or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Greenhouse and Insightly connectors work

Greenhouse

Integration surface
Harvest REST API (plus read-only Job Board API and the Ingestion API for bulk candidate import)
Authentication
HTTP Basic Auth with a Harvest API key (key as username, blank password, colon appended then Base64-encoded); write calls require an On-Behalf-Of header naming the Greenhouse user
Change detection
HMAC-SHA256 signed webhooks for candidate, application, job, and interview events, plus polling list endpoints with created_after / updated_after / last_activity_after filters
Capabilities
read · write · webhooks
Rate limits
Harvest enforces a per-integration limit over a rolling 10-second window (X-RateLimit-Limit, commonly 50 requests / 10s for approved integrations); responses carry X-RateLimit-Remaining and, on a 429, X-RateLimit-Reset and Retry-After.
Greenhouse setup guide

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 Greenhouse 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 Greenhouse 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
    Greenhouse connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Greenhouse 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.

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 516 integrations available for Greenhouse and Insightly.

Popular · 7 of 516
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