Real-time
Two-way sync
Changes in Infor CRM or Insightly instantly reflect in both systems. No stale data, no manual imports.
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
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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 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
- 01 Run a two-way sync between Infor CRM accounts and contacts and a Postgres database so internal tools read CRM data with SQL.
- 02 Keep Infor CRM aligned with an Infor ERP customer master so sales and finance share one account record.
- 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 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 | How this pairing syncs | |
|---|---|---|---|
| Contacts Person records synced with marketing and support tools. | Contacts Person records sync with marketing and support tools to keep one contact list. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Leads Unqualified records synced in from marketing sources. | Leads Unqualified prospects sync in from forms and enrichment sources before conversion. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Opportunities Pipeline records synced out for forecasting and reporting. | Opportunities Pipeline records feed forecasting and warehouse-based reporting. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Activities Calls, meetings, and tasks synced for engagement reporting. | Projects Delivery records created from won opportunities sync with PSA and task tools. | Activities is specific to Infor CRM and Projects to Insightly — each maps to any object or custom field on the other side. | |
| Campaigns Marketing containers linked to leads and opportunities. | Tasks Activity records keep follow-ups consistent across systems. | Campaigns is specific to Infor CRM and Tasks to Insightly — each maps to any object or custom field on the other side. | |
| Custom entities Deployment-specific objects added through the customizable entity model. | Events Calendar items sync for a complete activity timeline. | Custom entities is specific to Infor CRM and Events to Insightly — each maps to any object or custom field on the other side. |
How changes propagate between Infor CRM 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.
Infor CRM Insightly Interval-based propagation
DetectionStacksync polls Infor CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on modified timestamps.
DeliveryEach detected change is written to Insightly through its API, with automatic retries and rate-limit backoff.
Insightly Infor CRM 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 Infor CRM through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
- Insightly: Daily API request caps vary by Insightly plan.
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.
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.
- 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.
Infor CRM
connected
Insightly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 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.
objects · Infor CRM ⇄ 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.
Infor CRM InsightlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Infor CRM and Insightly integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Infor CRM and Insightly: authenticate both systems, choose the objects to sync (such as Infor CRM's Contacts and Leads), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Infor CRM side: Leads, Opportunities, Tickets, Activities, plus custom fields where Infor CRM exposes them. On the Insightly side: Organizations, Leads, Opportunities, Projects. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Infor CRM and Insightly: Where both track pipeline: deal visibility across systems; Post-acquisition consolidation; Migration with a parallel run. Deal stage and value on shared accounts stay visible from either CRM.
-
Infor CRM: REST-style SData API over the CRM entity model. Authentication: User credentials; Infor OS-managed authentication in cloud deployments. 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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Infor CRM: It is available both on-premises and in the cloud, and the entity model is customizable per deployment, so syncs must discover schema rather than assume it. Insightly: Insightly combines CRM and project management in one data model, so opportunities can convert into linked projects, and both object types are available over the same API. Stacksync's field mapping accounts for these differences between Infor CRM and Insightly without custom code.
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 532 integrations available for Infor CRM and Insightly.
Popular · 8 of 532
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Infor CRM ⇄ ZoomInfo -
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Insightly ⇄ Intercom -
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Insightly ⇄ Nimble
No integrations match .
