Skip to content
CRM ⇄ Marketing

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

Keep Insightly and Rollworks 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
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Insightly and Rollworks

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

Insightly owns the customer relationship and the pipeline; Rollworks 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 Products, Custom Fields, Contacts, Organizations in Insightly with Reporting and Attribution, Target Account Lists, Account Tiers, Accounts (TAL Items) in Rollworks 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 Rollworks owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Deduplicate and align customer records between Insightly and an ERP or invoicing system
  • 02 Two-way sync of Insightly contacts and organizations with a marketing automation platform
  • 03 Sync CRM Audience Segments from a database of emails through the Audience API so lists are populated for advertising without manual CSV uploads.
  • 04 Read campaign delivery and attribution metrics from the GraphQL Reporting API into Postgres or a warehouse for pipeline and spend reporting.

Common sync patterns

Where Rollworks captures engagement: activity lands on the record

Opens, clicks, form fills, event attendance, or ad responses recorded in Rollworks 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.

Segments and audiences follow the CRM

Where Rollworks builds lists, segments, or ad audiences, membership tracks the fields and stage owned in Insightly, so who receives a campaign reflects current pipeline reality instead of a stale export.

What you can sync between Insightly and Rollworks

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 Rollworks objects How this pairing syncs
Tasks Activity records keep follow-ups consistent across systems. Reporting and Attribution Delivery and attribution metrics (impressions, clicks, cost, conversions, view-throughs) from the GraphQL Reporting API; read-only, aggregated by campaign, ad, and account domain. Tasks is specific to Insightly and Reporting and Attribution to Rollworks — each maps to any object or custom field on the other side.
Events Calendar items sync for a complete activity timeline. Target Account Lists Named lists of B2B accounts for ABM; managed through /audience/v1/target_accounts so a CRM or warehouse can push and reconcile the accounts RollWorks advertises against. Events is specific to Insightly and Target Account Lists to Rollworks — each maps to any object or custom field on the other side.
Notes Free-text context attaches to synced records for downstream visibility. Account Tiers Groups within a Target Account List; an account belongs to only one tier per list, so tier assignments are written from source-of-truth data to drive tiered targeting. Notes is specific to Insightly and Account Tiers to Rollworks — each maps to any object or custom field on the other side.
Products Product catalog entries support line-item syncing on opportunities and quotes. Accounts (TAL Items) Individual accounts identified by domain; added or removed via the tier items endpoint (POST/DELETE) so an operational database can control which domains are targeted. Products is specific to Insightly and Accounts (TAL Items) to Rollworks — 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. Audience Segments CRM (email), custom (cookie or ID), and lookalike segments created via /audience/v1/segments; membership is written from a warehouse with a duration of 1 to 540 days. Custom Fields is specific to Insightly and Audience Segments to Rollworks — 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. Campaigns Prospecting v2 campaigns running on Web and LinkedIn with budget, KPI, and flight settings; created and edited via API and read back for status and pacing. Contacts is specific to Insightly and Campaigns to Rollworks — each maps to any object or custom field on the other side.

How changes propagate between Insightly and Rollworks

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

Rollworks Insightly Interval-based propagation

DetectionStacksync polls Rollworks for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule.

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.
  • Rollworks: NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
What ships with Insightly ⇄ Rollworks

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Rollworks 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 Rollworks record.

Observability

Monitoring

Track your Insightly ⇄ Rollworks 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 Rollworks.

How the Insightly and Rollworks 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

Rollworks

Integration surface
REST APIs (Audience, Prospecting v2) plus a GraphQL Reporting API
Authentication
OAuth 2.0 via NextRoll (Authorization Code grant, Bearer tokens per RFC 6749/6750); Personal Access Tokens supported for server-side scripts
Change detection
Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published
Capabilities
read · write
Rate limits
NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
How it works

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

    Choose tables

    Pick the Insightly and Rollworks 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 ⇄ Rollworks
    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 Rollworks
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Insightly and Rollworks 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 380 integrations available for Insightly and Rollworks.

Popular · 7 of 380
All Insightly integrations All Rollworks integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own