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Communications ⇄ CRM

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

Keep Infobip 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 Infobip and Insightly

Keep Insightly and Infobip working from the same contacts, and log every call, message, and meeting back on the record, in real time and in both directions.

Insightly holds the people the business talks to: the contacts, their phone numbers and email addresses, and which rep owns the relationship. Infobip is where the talking happens, whether that is calls, texts, email, or meetings. The two depend on the same people, and when the contact list in one drifts from the other, outreach goes to stale numbers and the record of what was said never makes it back to the account.

Stacksync syncs Contacts, Organizations, Leads, Opportunities in Insightly with Conversations, Numbers / Senders, Delivery Reports & Logs, Persons (People CDP) in Infobip field by field, in real time, and in both directions. Current contact details flow out to Infobip so it can reach the right person, and the calls, messages, and meetings Infobip produces flow back onto the matching record in Insightly. You decide which system owns which fields, and conflicts resolve by rules you set.

Common use cases

  • 01 Two-way sync of Insightly contacts and organizations with a marketing automation platform
  • 02 Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
  • 03 Push CRM or warehouse segments into Infobip People as Persons and add them to Moments flows so triggered SMS, WhatsApp, and email campaigns fire on fresh audiences.
  • 04 Trigger transactional SMS, WhatsApp, and email sends from database or application events (order shipped, OTP, appointment reminder) through the channel send endpoints.

Common sync patterns

Calls, messages, and meetings on the record

Activity handled in Infobip appears on the matching contact and account in Insightly, so the next person sees the full history without leaving the CRM.

Where Infobip sends at scale: delivery and reply status back on the contact

Sends, bounces, opens, and replies from Infobip update fields on the contact in Insightly, so lead status reflects what actually reached the person.

One contact list, opt-outs included

A number, address, or unsubscribe recorded in either system updates the other, so no one calls a disconnected line or messages someone who opted out.

What you can sync between Infobip 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.

Infobip objects Insightly objects How this pairing syncs
Conversations Omnichannel contact-center threads, agents, queues, and tags in the Conversations (CCaaS) module; read and write conversation state and messages through the Conversations API for a unified support view. Contacts Person records sync with marketing and support tools to keep one contact list. Conversations is specific to Infobip and Contacts to Insightly — each maps to any object or custom field on the other side.
Numbers / Senders Provisioned phone numbers and sender IDs used as message origins, listed and managed via the Numbers API; read to map which sender each message flows through. Organizations Company records map to accounts in ERPs and other CRMs. Numbers / Senders is specific to Infobip and Organizations to Insightly — each maps to any object or custom field on the other side.
Delivery Reports & Logs Per-message delivery status, seen/read receipts, and error codes; pulled from GET /sms/1/reports and /sms/1/logs within a short retention window, or pushed in real time to a configured notifyUrl webhook. Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Delivery Reports & Logs is specific to Infobip and Leads to Insightly — each maps to any object or custom field on the other side.
Persons (People CDP) Contact profiles in the People module holding attributes, tags, and multi-channel contact data (mobile, email); full CRUD via GET/POST/PUT/DELETE /people/2/persons, so Infobip is both a source and a destination for contact records. Opportunities Pipeline records feed forecasting and warehouse-based reporting. Persons (People CDP) is specific to Infobip and Opportunities to Insightly — each maps to any object or custom field on the other side.
SMS Messages Outbound SMS sent via POST /sms/3/messages (legacy /sms/2/text/advanced); sent-message logs and delivery/seen reports read via GET /sms/1/logs and /sms/1/reports, with delivery reports and inbound (MO) messages pushed to a notifyUrl webhook. Projects Delivery records created from won opportunities sync with PSA and task tools. SMS Messages is specific to Infobip and Projects to Insightly — each maps to any object or custom field on the other side.
WhatsApp Messages Template, text, and media WhatsApp messages sent via POST /whatsapp/1/message/*; message status and inbound replies delivered by webhook, and approved message templates are managed under the WhatsApp sender. Tasks Activity records keep follow-ups consistent across systems. WhatsApp Messages is specific to Infobip and Tasks to Insightly — each maps to any object or custom field on the other side.

How changes propagate between Infobip 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.

Infobip Insightly Sub-second propagation

DetectionInfobip notifies Stacksync of record changes through webhook events. Delivery reports, seen/read receipts, and inbound (mobile-originated) messages are pushed in real time to a configured notifyUrl webhook per channel.

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

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

Rate-limit considerations

  • Infobip: Message-sending throughput is provisioned per account and per number/sender rather than one fixed global cap; non-messaging endpoints are throttled and return HTTP 429 Too Many Requests when usage exceeds expected levels.
  • Insightly: Daily API request caps vary by Insightly plan.
What ships with Infobip ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infobip 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 Infobip or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Infobip and Insightly connectors work

Infobip

Integration surface
Infobip omnichannel REST API (JSON over HTTPS) across per-channel resources (SMS, WhatsApp, Email, Voice), the People CDP, and Conversations; a unified Messages API also spans channels
Authentication
API key sent as the header 'Authorization: App <api-key>' (recommended), with HTTP Basic authentication and OAuth 2.0 also supported; keys are limited by per-endpoint scopes, and every request must target the account's personalized base URL
Change detection
Delivery reports, seen/read receipts, and inbound (mobile-originated) messages are pushed in real time to a configured notifyUrl webhook per channel; message logs/reports (GET /sms/1/logs, /sms/1/reports) and People list endpoints are polled as a fallback
Capabilities
read · write · webhooks
Rate limits
Message-sending throughput is provisioned per account and per number/sender rather than one fixed global cap; non-messaging endpoints are throttled and return HTTP 429 Too Many Requests when usage exceeds expected levels
Infobip 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 Infobip 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 Infobip 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
    Infobip connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Infobip 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
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ISO 27001
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GDPR
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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 420 integrations available for Infobip and Insightly.

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