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CRM ⇄ Marketing

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

Keep Insightly and Marketo 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 Marketo

Keep the people you sell to and the people you market to in one shared view: Insightly and Marketo sync contacts, accounts, and engagement in real time, in both directions.

Insightly owns the customer relationship and the pipeline; Marketo runs the campaigns, audiences, and outreach that fill it. The two overlap on the same people and companies — a lead in one system is a subscriber, a segment member, an event registrant, or an ad audience in the other. When that overlap is bridged by CSV exports or a nightly job, sales works from lists that no longer match reality and marketing keeps targeting people whose status has already moved on.

Stacksync syncs Contacts, Organizations, Leads, Opportunities in Insightly with Activities and Lead Changes, Static Lists, Programs and Program Members, Smart Campaigns in Marketo field by field, in real time, and in both directions. You decide which system owns which fields — Insightly can own account and opportunity status while Marketo owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts 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 Two-way sync Marketo Leads with a Postgres or warehouse table, matched on email, so RevOps queries and updates marketing profiles in SQL while marketers keep working in Marketo.
  • 04 Extract Marketo Activities (opens, clicks, form fills, Data Value Changes) through Bulk Activity Extract or Get Lead Activities into a warehouse for lead scoring and multi-touch attribution.

Common sync patterns

New and updated people stay in step

When a contact or lead is created or edited in either system, the matching record appears or updates in the other, so campaigns reach real people and reps see who is already being marketed to.

Where Marketo captures engagement: activity lands on the record

Opens, clicks, form fills, event attendance, or ad responses recorded in Marketo post back to the contact or account in Insightly, so reps see interest before they reach out.

Lead and lifecycle status agree

Status, stage, or score set in one system updates the matching record in the other, so a lead marketing is still nurturing is not worked as sales-ready, and a closed account stops receiving prospecting.

What you can sync between Insightly and Marketo

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 Marketo objects How this pairing syncs
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Leads Core person records (called Leads/People), deduped on email address by default or a configured dedupe field; read via GET /rest/v1/leads.json with a filterType, upserted via POST /rest/v1/leads.json (action createOrUpdate/createOnly/updateOnly), bulk-imported via CSV through POST /bulk/v1/leads.json, and bulk-exported via /bulk/v1/leads/export/create.json. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Tasks Activity records keep follow-ups consistent across systems. Activities and Lead Changes Engagement feed (opens, clicks, form fills, Data Value Changes) read via GET /rest/v1/activities.json using a paging token from /rest/v1/activities/pagingtoken.json (sinceDatetime), plus Get Lead Changes and Get Deleted Leads; read-only, also available via async Bulk Activity Extract. Tasks is specific to Insightly and Activities and Lead Changes to Marketo — each maps to any object or custom field on the other side.
Events Calendar items sync for a complete activity timeline. Static Lists Named static lists; read via /rest/v1/lists.json, with Leads added or removed via POST and DELETE on /rest/v1/lists/{listId}/leads.json to control campaign membership from lifecycle logic computed downstream. Events is specific to Insightly and Static Lists to Marketo — each maps to any object or custom field on the other side.
Notes Free-text context attaches to synced records for downstream visibility. Programs and Program Members Marketing programs read via /rest/v1/programs.json; program membership and member status managed via /rest/v1/leads/programs/{programId}.json and the program status endpoint for acquisition and attribution reporting. Notes is specific to Insightly and Programs and Program Members to Marketo — each maps to any object or custom field on the other side.
Products Product catalog entries support line-item syncing on opportunities and quotes. Smart Campaigns Automation flows read via /rest/v1/campaigns.json and run against a set of Leads by requesting a trigger campaign with POST /rest/v1/campaigns/{id}/trigger.json, so downstream logic can push Leads into a Marketo flow. Products is specific to Insightly and Smart Campaigns to Marketo — each maps to any object or custom field on the other side.
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Companies Company records linked to Leads via a company link field; read and upserted through /rest/v1/companies.json, typically mastered in a CRM or ERP and written into Marketo for account context. Custom Fields is specific to Insightly and Companies to Marketo — each maps to any object or custom field on the other side.

How changes propagate between Insightly and Marketo

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

Marketo Insightly Interval-based propagation

DetectionStacksync polls Marketo for changes on an incremental schedule, reading only records changed since the previous pass. Polling: Get Lead Changes and Get Lead Activities from a paging token seeded by a sinceDatetime, plus Get Deleted Leads, or Bulk Extract filtered on.

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.
  • Marketo: Interactive calls are capped at 100 per 20 seconds (error 606) and a maximum of 10 concurrent calls (error 615) per instance, neither increasable; a default daily quota of 50,000 calls (increasable, resets midnight CST) applies. Bulk Extract shares a 500 MB/day export quota across data types with at most 2 concurrent jobs and 10 queued.
What ships with Insightly ⇄ Marketo

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Marketo 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 Marketo record.

Observability

Monitoring

Track your Insightly ⇄ Marketo 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 Marketo.

How the Insightly and Marketo 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

Marketo

Integration surface
Marketo REST API (JSON over HTTPS) for Leads, Companies, Opportunities, Custom Objects, Activities, Lists, Programs, and Campaigns, plus an asynchronous Bulk Import (leads) and Bulk Extract (leads/activities/program members/custom objects) API and an Asset REST API for emails, forms, and landing pages
Authentication
OAuth 2.0 client_credentials (2-legged): GET the Identity URL /oauth/token?grant_type=client_credentials with a Custom Service client_id and client_secret to receive an access token valid for 3600 seconds, then send it as Authorization: Bearer on each call. The instance base URL is https://{munchkinId}.mktorest.com; passing the token as an access_token query parameter is deprecated (removal July 31, 2026).
Change detection
Polling: Get Lead Changes and Get Lead Activities from a paging token seeded by a sinceDatetime, plus Get Deleted Leads, or Bulk Extract filtered on createdAt/updatedAt. Marketo's Webhooks are Smart Campaign flow-step outbound HTTP calls to a URL, not a general record-change subscription, so there is no push feed of arbitrary CRUD.
Capabilities
read · write
Rate limits
Interactive calls are capped at 100 per 20 seconds (error 606) and a maximum of 10 concurrent calls (error 615) per instance, neither increasable; a default daily quota of 50,000 calls (increasable, resets midnight CST) applies. Bulk Extract shares a 500 MB/day export quota across data types with at most 2 concurrent jobs and 10 queued.
How it works

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

    Choose tables

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

Insightly and Marketo 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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→ 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 476 integrations available for Insightly and Marketo.

Popular · 8 of 476
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