Skip to content
CRM

Infor CRM to Insightly integration — real-time, two-way sync

Keep Infor 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.

  • 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
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Infor CRM and Insightly

Run Infor 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 Leads, Opportunities, Tickets, Activities in Infor CRM with Organizations, Leads, Opportunities, Projects 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

  • Run a two-way sync between Infor CRM accounts and contacts and a Postgres database so internal tools read CRM data with SQL.
  • Keep Infor CRM aligned with an Infor ERP customer master so sales and finance share one account record.
  • Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • Write product usage or billing data from internal databases into Insightly custom fields for account context

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

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.

What you can sync between Infor 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.

Infor CRM objects Insightly objects
Activities Calls, meetings, and tasks synced for engagement reporting. Products Product catalog entries support line-item syncing on opportunities and quotes.
Campaigns Marketing containers linked to leads and opportunities. Custom Fields Per-object custom fields carry enrichment and billing data written from external systems.
Custom entities Deployment-specific objects added through the customizable entity model. Contacts Person records sync with marketing and support tools to keep one contact list.
Accounts Company records matched against ERP customer masters in syncs. Organizations Company records map to accounts in ERPs and other CRMs.
Contacts Person records synced with marketing and support tools. Leads Unqualified prospects sync in from forms and enrichment sources before conversion.
Leads Unqualified records synced in from marketing sources. Opportunities Pipeline records feed forecasting and warehouse-based reporting.
What ships with Infor CRM ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor 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 Infor CRM or Insightly record.

Observability

Monitoring

Track your Infor 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 Infor CRM and Insightly.

How the Infor CRM and Insightly connectors work

Infor CRM

Integration surface
REST-style SData API over the CRM entity model
Authentication
User credentials; Infor OS-managed authentication in cloud deployments
Change detection
Polling on modified timestamps; no log-based CDC on the API surface
Capabilities
read · write
Rate limits
Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.

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 Infor 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.

  1. 01

    Connect your apps

    Authenticate Infor 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.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Infor CRM connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Infor 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Infor CRM ⇄ 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
    Infor CRM Insightly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Infor CRM and Insightly integration FAQ

SECURITY

Security teams love 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
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:

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 386 integrations available for Infor CRM and Insightly.

Popular · 8 of 386
All Infor CRM integrations All Insightly integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own