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CRM ⇄ Data warehouse

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

Keep Insightly and Materialize 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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Why teams connect Insightly and Materialize

Sync Insightly into Materialize continuously and push warehouse results back onto CRM records, one two-way connection instead of two pipelines.

The CRM feeds the warehouse and the warehouse should feed the CRM: relationship data flows one way, and computed scores, segments, and customer context flow back. Most teams build the first half as a batch pipeline and never quite get to the second.

Stacksync does both with one connection. Leads, Opportunities, Projects, Tasks from Insightly land in Materialize as live tables, updated within seconds, and columns computed in Materialize write back to fields in Insightly. There is no separate ETL and reverse-ETL stack to stitch together and no jobs to babysit.

Common use cases

  • Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
  • Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • Maintain real-time inventory, usage, or account-health counters consumed by customer-facing applications.
  • Bridge streaming sources and non-streaming destinations by materializing joins across both.

A single customer view

Join Insightly's relationship data with billing, product, and support data in Materialize to build the customer picture the CRM alone cannot hold.

Cleanup that sticks

Deduplication and normalization done in Materialize can be written back, so warehouse-side cleanup actually fixes the CRM.

CRM analytics on live data

Accounts, contacts, and activity from Insightly are queryable in Materialize moments after they change, so dashboards stop lagging the reality they describe.

What you can sync between Insightly and Materialize

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 Materialize objects
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Sinks Outbound connections that emit view changes to Kafka topics.
Contacts Person records sync with marketing and support tools to keep one contact list. Indexes In-memory arrangements that make view reads fast for serving workloads.
Organizations Company records map to accounts in ERPs and other CRMs. Clusters Compute pools that isolate ingestion, view maintenance, and serving.
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Connections & Secrets Stored credentials and endpoints used by sources and sinks.
Opportunities Pipeline records feed forecasting and warehouse-based reporting. Schemas & Databases Namespaces that organize objects a sync targets.
Projects Delivery records created from won opportunities sync with PSA and task tools. Tables User-managed tables that accept INSERT/UPDATE/DELETE from sync pipelines.
What ships with Insightly ⇄ Materialize

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Materialize 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 Materialize record.

Observability

Monitoring

Track your Insightly ⇄ Materialize 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 Materialize.

How the Insightly and Materialize 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

Materialize

Integration surface
PostgreSQL wire protocol (SQL)
Authentication
Database credentials (username/password; app passwords in the managed cloud service)
Change detection
SUBSCRIBE queries stream row-level changes of any view or table to the client
Capabilities
read · write · CDC
How it works

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

    Choose tables

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

Insightly and Materialize 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 Insightly and Materialize.

Popular · 8 of 386
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