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CRM

Insightly to SAP Sales Cloud integration — real-time, two-way sync

Keep Insightly and SAP Sales Cloud 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 SAP Sales Cloud

Run Insightly and SAP Sales Cloud 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 Projects, Tasks, Events, Notes in Insightly with Service Tickets, Accounts, Contacts, Individual Customers in SAP Sales Cloud 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

  • Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • Write product usage or billing data from internal databases into Insightly custom fields for account context
  • Push product and pricing masters from the ERP into the CRM so quotes reference current data.
  • Write leads captured in web forms or enrichment pipelines directly into the CRM.

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 SAP Sales Cloud

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 SAP Sales Cloud objects
Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. Service Tickets Service requests synced with support tools where service scope is used.
Contacts Person records sync with marketing and support tools to keep one contact list. Accounts Corporate customer records synced with ERP business partners and marketing tools.
Organizations Company records map to accounts in ERPs and other CRMs. Contacts Person records linked to accounts, synced with marketing automation and enrichment sources.
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Individual Customers B2C customer records used in consumer-facing sales processes.
Opportunities Pipeline records feed forecasting and warehouse-based reporting. Leads Inbound prospect records written from marketing systems and web forms.
Projects Delivery records created from won opportunities sync with PSA and task tools. Opportunities Pipeline records read for forecasting and warehouse reporting.
What ships with Insightly ⇄ SAP Sales Cloud

Connect Insightly and SAP Sales Cloud for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or SAP Sales Cloud 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 SAP Sales Cloud record.

Observability

Monitoring

Track your Insightly ⇄ SAP Sales Cloud 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 SAP Sales Cloud.

How the Insightly and SAP Sales Cloud 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

SAP Sales Cloud

Integration surface
OData API (v2) plus SOAP web services
Authentication
Basic auth or OAuth 2.0 (SAML bearer assertion)
Change detection
Polling on last-changed timestamps; event notifications can push change signals to an external endpoint
Capabilities
read · write · webhooks
How it works

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

    Choose tables

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

Insightly and SAP Sales Cloud integration FAQ

SECURITY

Security teams love 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 386 integrations available for Insightly and SAP Sales Cloud.

Popular · 8 of 386
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