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CRM

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

Keep Insightly and Nimble 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

Case study
Migrated from MuleSoft
Case study
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 Insightly and Nimble

Run Insightly and Nimble 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, Projects, Tasks in Insightly with Activities, Notes, Tags, Custom fields in Nimble 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 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 Consolidate contacts from marketing tools into Nimble while writing Nimble edits back to avoid duplicates.
  • 04 Feed Nimble activity and task data into reporting dashboards without manual CSV exports.

Common sync patterns

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

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.

What you can sync between Insightly and Nimble

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 Nimble objects How this pairing syncs
Contacts Person records sync with marketing and support tools to keep one contact list. Contacts Person records with multi-value fields for email, phone, and social profiles; the primary sync entity 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. Tasks To-do items tied to contacts, mirrored into work-management tools or reporting tables Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Notes Free-text context attaches to synced records for downstream visibility. Notes Free-text records attached to contacts, replicated for a complete account timeline 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. Custom fields Account-defined contact attributes that carry enrichment or internal identifiers Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Projects Delivery records created from won opportunities sync with PSA and task tools. Deals Pipeline records linked to contacts, synced to keep revenue systems aligned with sales activity Projects is specific to Insightly and Deals to Nimble — each maps to any object or custom field on the other side.
Events Calendar items sync for a complete activity timeline. Activities Calls, events, and interaction history used for engagement reporting outside Nimble Events is specific to Insightly and Activities to Nimble — each maps to any object or custom field on the other side.

How changes propagate between Insightly and Nimble

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

Nimble Insightly Interval-based propagation

DetectionStacksync polls Nimble for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record modification timestamps.

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.
  • Nimble: Subject to per-account API request quotas.
What ships with Insightly ⇄ Nimble

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Nimble 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 Nimble record.

Observability

Monitoring

Track your Insightly ⇄ Nimble 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 Nimble.

How the Insightly and Nimble 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

Nimble

Integration surface
REST API (JSON)
Authentication
API key; OAuth 2.0 available for registered applications
Change detection
polling on record modification timestamps
Capabilities
read · write
Rate limits
subject to per-account API request quotas
How it works

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

    Choose tables

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

Insightly and Nimble 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.

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 429 integrations available for Insightly and Nimble.

Popular · 6 of 429
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