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CRM ⇄ Human resources

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

Keep Insightly and Lever 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 Insightly and Lever

Keep the people who own accounts in Insightly in step with the workforce records in Lever, 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 Lever. Lever 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 Opportunities, Projects, Tasks, Events in Insightly with Feedback, Interviews, Notes and Contacts, Opportunities in Lever field by field, in real time, and in both directions. You decide which system owns which fields, so Lever 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 Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
  • 02 Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • 03 Two-way sync Opportunities and their Stages between Lever and a Postgres database so recruiting ops and analysts query the pipeline in SQL while recruiters keep working in Lever.
  • 04 Push Postings and Requisitions into an HRIS or warehouse to reconcile approved headcount against open roles.

Common sync patterns

New team members provisioned when they are hired

When Lever records a new hire, a matching user or owner is created in Insightly, so a new rep can start working accounts without waiting on a manual setup ticket.

Ownership and territory follow the org chart

When a person changes team, manager, or region in Lever, their accounts and territory assignments in Insightly update to match, so pipeline stays with the right owner.

Deactivate access when someone leaves

When Lever 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.

What you can sync between Insightly and Lever

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.

Insightly objects Lever objects How this pairing syncs
Opportunities Pipeline records feed forecasting and warehouse-based reporting. Opportunities The core pipeline record for a candidate applying to a role; replaced the deprecated Candidates endpoint. Created via POST /opportunities and updated (stage, archive, links, tags, sources, files) through the API, and synced two-way with a database or HRIS. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Feedback Interview feedback and scorecard forms attached to Opportunities; created via POST /opportunities/:id/feedback and consolidated into a warehouse for interviewer analytics. Custom Fields is specific to Insightly and Feedback to Lever — each maps to any object or custom field on the other side.
Contacts Person records sync with marketing and support tools to keep one contact list. Interviews Scheduled interview panel events with times and interviewers; read for scheduling reporting and time-to-hire metrics, and creatable via the panels endpoint. Contacts is specific to Insightly and Interviews to Lever — each maps to any object or custom field on the other side.
Organizations Company records map to accounts in ERPs and other CRMs. Notes and Contacts Free-text Notes on Opportunities plus the underlying Contact (person) that dedupes multiple Opportunities; notes are posted via POST /opportunities/:id/notes and contact-level tags, sources, and links can be added back for attribution. Organizations is specific to Insightly and Notes and Contacts to Lever — each maps to any object or custom field on the other side.
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Postings Job posting records with categories, apply URLs, workplace type, and requisition codes. Can be created via POST /postings and read into a warehouse for open-role reporting. Leads is specific to Insightly and Postings to Lever — each maps to any object or custom field on the other side.
Projects Delivery records created from won opportunities sync with PSA and task tools. Requisitions Headcount/requisition records with custom requisition fields, tied to Postings; read via GET /requisitions and synced to an HRIS to reconcile approved headcount against open roles. Projects is specific to Insightly and Requisitions to Lever — each maps to any object or custom field on the other side.

How changes propagate between Insightly and Lever

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.

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

Lever Insightly Sub-second propagation

DetectionLever notifies Stacksync of record changes through webhook events. Webhooks for candidate and application lifecycle events (applicationCreated, candidateStageChange, candidateArchiveStateChange, candidateHired,.

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

Rate-limit considerations

  • Insightly: Daily API request caps vary by Insightly plan.
  • Lever: 10 requests/second per API key with a token-bucket burst to ~20/s; POSTs that create candidates/applications are throttled to roughly 2/second. Sustained overage returns 429 with Retry-After. List endpoints are cursor-paginated at up to 100 records per page.
What ships with Insightly ⇄ Lever

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Lever 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 Insightly or Lever record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Insightly and Lever connectors work

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

Lever

Integration surface
REST Data API (api.lever.co/v1)
Authentication
API key over HTTP Basic auth (key as username, blank password) for internal integrations, or OAuth 2.0 with 1-hour access tokens for partner integrations (auth.lever.co)
Change detection
Webhooks for candidate and application lifecycle events (applicationCreated, candidateStageChange, candidateArchiveStateChange, candidateHired, interview created/updated/deleted), plus incremental polling via created_at and updated_at range filters on Opportunities
Capabilities
read · write · webhooks
Rate limits
10 requests/second per API key with a token-bucket burst to ~20/s; POSTs that create candidates/applications are throttled to roughly 2/second. Sustained overage returns 429 with Retry-After. List endpoints are cursor-paginated at up to 100 records per page.
Lever setup guide
How it works

How to connect Insightly to Lever — 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 Insightly and Lever 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
    Insightly connected
    Lever connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Insightly and Lever 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 516 integrations available for Insightly and Lever.

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