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CRM

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

Keep Insightly and Salesforce 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 Salesforce

Run Insightly and Salesforce 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 Contacts, Organizations, Leads, Opportunities in Insightly with Contacts, Leads, Opportunities, Cases in Salesforce 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 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 Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.
  • 04 Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.

Common sync patterns

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.

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

What you can sync between Insightly and Salesforce

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 Salesforce objects How this pairing syncs
Contacts Person records sync with marketing and support tools to keep one contact list. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Opportunities Pipeline records feed forecasting and warehouse-based reporting. Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. 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. Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. Tasks is specific to Insightly and Custom Objects to Salesforce — each maps to any object or custom field on the other side.
Events Calendar items sync for a complete activity timeline. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. Events is specific to Insightly and Accounts to Salesforce — each maps to any object or custom field on the other side.
Notes Free-text context attaches to synced records for downstream visibility. Cases Support records; synced with help desk tools or internal databases for escalation workflows. Notes is specific to Insightly and Cases to Salesforce — each maps to any object or custom field on the other side.

How changes propagate between Insightly and Salesforce

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

Salesforce Insightly Sub-second propagation

DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).

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.
  • Salesforce: Daily API request allocations vary by edition and license count.
What ships with Insightly ⇄ Salesforce

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Salesforce 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 Salesforce record.

Observability

Monitoring

Track your Insightly ⇄ Salesforce 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 Salesforce.

How the Insightly and Salesforce 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

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

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

    Choose tables

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

Insightly and Salesforce 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
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 547 integrations available for Insightly and Salesforce.

Popular · 8 of 547
All Insightly integrations All Salesforce integrations Browse all integrations
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