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CRM ⇄ Business productivity

Insightly to Microsoft 365 integration — real-time, two-way sync

Keep Insightly and Microsoft 365 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 Microsoft 365

Sync what happens in Microsoft 365 with the customer records in Insightly, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft 365 holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects OneDrive Files (driveItems), SharePoint Sites & Lists, Teams, Planner & To Do Tasks in Microsoft 365 to Organizations, Leads, Opportunities, Projects in Insightly with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Insightly, and CRM data flows the other way wherever Microsoft 365 can store and use it.

Common use cases

  • 01 Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
  • 02 Archive mail and file metadata into a warehouse for compliance and activity analytics.
  • 03 Write product usage or billing data from internal databases into Insightly custom fields for account context
  • 04 Deduplicate and align customer records between Insightly and an ERP or invoicing system

Common sync patterns

Where Microsoft 365 supplies contact or company data

Enriched fields land directly on records in Insightly, and refreshes keep them from going stale.

Where Microsoft 365 processes payments

Charges, refunds, and subscription changes appear on the account in Insightly, so revenue context lives with the relationship.

Where Microsoft 365 can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Insightly sync into Microsoft 365, so people working there have the context without switching tools.

What you can sync between Insightly and Microsoft 365

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 Microsoft 365 objects How this pairing syncs
Contacts Person records sync with marketing and support tools to keep one contact list. Contacts Personal and org contacts kept consistent with CRM contact records. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Organizations Company records map to accounts in ERPs and other CRMs. Teams Team and membership data provisioned from upstream systems. Organizations is specific to Insightly and Teams to Microsoft 365 — each maps to any object or custom field on the other side.
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Planner & To Do Tasks Task items synced with project and work-management tools. Leads is specific to Insightly and Planner & To Do Tasks to Microsoft 365 — each maps to any object or custom field on the other side.
Opportunities Pipeline records feed forecasting and warehouse-based reporting. Users Entra ID user accounts synced with HR and identity systems. Opportunities is specific to Insightly and Users to Microsoft 365 — 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. Groups Microsoft 365 and security groups kept aligned with org structure and access rules. Projects is specific to Insightly and Groups to Microsoft 365 — each maps to any object or custom field on the other side.
Tasks Activity records keep follow-ups consistent across systems. Mail Messages Exchange Online messages read for logging, archiving, or activity capture. Tasks is specific to Insightly and Mail Messages to Microsoft 365 — each maps to any object or custom field on the other side.

How changes propagate between Insightly and Microsoft 365

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 Microsoft 365 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 Microsoft 365 through its API, with automatic retries and rate-limit backoff.

Microsoft 365 Insightly Sub-second propagation

DetectionMicrosoft 365 notifies Stacksync of record changes through webhook events. Graph change notifications (webhooks) plus delta queries for incremental sync.

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.
What ships with Insightly ⇄ Microsoft 365

Connect Insightly and Microsoft 365 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Microsoft 365 connection.

Real-time

Two-way sync

Changes in Insightly or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Microsoft 365 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 Microsoft 365 record.

Observability

Monitoring

Track your Insightly ⇄ Microsoft 365 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 Microsoft 365.

How the Insightly and Microsoft 365 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

Microsoft 365

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
Change detection
Graph change notifications (webhooks) plus delta queries for incremental sync
Capabilities
read · write · webhooks
How it works

How to connect Insightly to Microsoft 365 — 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 Microsoft 365 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
    Microsoft 365 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Insightly and Microsoft 365 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 ⇄ Microsoft 365
    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 Microsoft 365
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Insightly and Microsoft 365 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 465 integrations available for Insightly and Microsoft 365.

Popular · 7 of 465
All Insightly integrations All Microsoft 365 integrations Browse all integrations
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