Real-time
Two-way sync
Changes in Insightly or Salesmate instantly reflect in both systems. No stale data, no manual imports.
CRM
Insightly to Salesmate integration — real-time, two-way sync
Keep Insightly and Salesmate 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
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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 Salesmate
Run Insightly and Salesmate 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 Products, Custom Fields, Contacts, Organizations in Insightly with Companies, Deals, Activities, Pipelines and Stages in Salesmate 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 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 Hand off won deals to invoicing or accounting tools automatically.
- 04 Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.
Common sync patterns
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.
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.
What you can sync between Insightly and Salesmate
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 | Salesmate objects | How this pairing syncs | |
|---|---|---|---|
| Contacts Person records sync with marketing and support tools to keep one contact list. | Contacts Person records synced with marketing tools and enrichment databases. | 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 synced for context in support or success tools. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Products Product catalog entries support line-item syncing on opportunities and quotes. | Products Catalog items attached to deals, typically sourced from an ERP or billing system. | 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. | Users Team member records used for ownership mapping. | Opportunities is specific to Insightly and Users to Salesmate — 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. | Companies Organization records linked to contacts and deals. | Projects is specific to Insightly and Companies to Salesmate — each maps to any object or custom field on the other side. | |
| Tasks Activity records keep follow-ups consistent across systems. | Deals Pipeline opportunities with stage and value, synced out for revenue reporting. | Tasks is specific to Insightly and Deals to Salesmate — each maps to any object or custom field on the other side. |
How changes propagate between Insightly and Salesmate
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 Salesmate 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 Salesmate through its API, with automatic retries and rate-limit backoff.
Salesmate Insightly Sub-second propagation
DetectionSalesmate notifies Stacksync of record changes through webhook events. Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback.
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.
- Salesmate: Subject to the platform's API rate limits.
What ships with Insightly ⇄ Salesmate
Connect Insightly and Salesmate for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Salesmate connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Insightly or Salesmate 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 Salesmate record.
Observability
Monitoring
Track your Insightly ⇄ Salesmate 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 Salesmate.
How the Insightly and Salesmate 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
Salesmate
- Integration surface
- REST API
- Authentication
- Access token (API key) sent as a request header
- Change detection
- Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
How it works
How to connect Insightly to Salesmate — 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.
- 01
Connect your apps
Authenticate Insightly and Salesmate with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Insightly
connected
Salesmate
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Insightly and Salesmate 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.
objects · Insightly ⇄ SalesmateCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Insightly SalesmateCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Insightly and Salesmate integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Insightly and Salesmate: authenticate both systems, choose the objects to sync (such as Insightly's Contacts and Notes), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Insightly: REST API (versioned). Authentication: API key sent via HTTP Basic authentication. Salesmate: REST API. Authentication: Access token (API key) sent as a request header. Stacksync manages authentication, retries, and rate limits on both sides.
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Insightly: The API authenticates with a per-user API key passed over HTTP Basic authentication rather than an OAuth flow. Salesmate: Salesmate organizes CRM data into Contacts, Companies, Deals, and Activities modules, each supporting custom fields that syncs can read and write. Stacksync's field mapping accounts for these differences between Insightly and Salesmate without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Insightly and Salesmate records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Insightly and Salesmate connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Insightly–Salesmate integration in-house.
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Yes — Stacksync ships production-grade connectors for both Insightly and Salesmate. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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 274 integrations available for Insightly and Salesmate.
Popular · 5 of 274
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Insightly ⇄ Seismic -
Insightly ⇄ Xactly -
Insightly ⇄ Gong -
Insightly ⇄ Crustdata -
Salesmate ⇄ Salesforce
No integrations match .
