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CRM ⇄ Business productivity

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

Keep Insightly and Wrike in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Insightly and Wrike

Sync what happens in Wrike with the customer records in Insightly, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Wrike holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Spaces, Tasks, Folders & Projects, Custom Fields in Wrike to Notes, Products, Custom Fields, Contacts in Insightly with bi-directional, real-time sync. Activity and record changes in Wrike update the matching contact or account in Insightly, and CRM data flows the other way wherever Wrike can store and use it.

Common use cases

  • 01 Write closed deals or new orders from a CRM or ERP into Wrike Tasks to launch delivery, onboarding, or fulfillment projects automatically.
  • 02 Mirror Folders, Projects, and Timelogs into a warehouse for cross-team reporting on status, timelines, and logged hours without manual exports.
  • 03 Two-way sync of Insightly contacts and organizations with a marketing automation platform
  • 04 Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL

Common sync patterns

Where Wrike can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Insightly sync into Wrike, so people working there have the context without switching tools.

Where Wrike handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Insightly, so sales sees open issues before the next call.

Where Wrike supplies contact or company data

Enriched fields land directly on records in Insightly, and refreshes keep them from going stale.

What you can sync between Insightly and Wrike

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 Wrike objects How this pairing syncs
Contacts Person records sync with marketing and support tools to keep one contact list. Contacts Account members and user groups referenced by task responsibles and authors; read to resolve IDs to names and email addresses. 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 The primary unit of work and main record; created, updated, completed, and deleted via the REST v4 API and synced two-way. Subtasks are Tasks linked by superTask/subTask references. 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 Typed fields (Text, Numeric, Date, DropDown, Contacts, Checkbox) defined at account or space level; mapped to database columns, with values written by field ID. 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.
Products Product catalog entries support line-item syncing on opportunities and quotes. Spaces Top-level containers that hold Folders, Projects, and their members; used to scope which Folders a given sync covers. Products is specific to Insightly and Spaces to Wrike — each maps to any object or custom field on the other side.
Organizations Company records map to accounts in ERPs and other CRMs. Folders & Projects The container hierarchy: Folders group Tasks, and Projects add dates, an owner, and a status. Each maps to a synced table scope, and its structure defines what a sync covers. Organizations is specific to Insightly and Folders & Projects to Wrike — each maps to any object or custom field on the other side.
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. Comments Discussion and activity entries attached to Tasks and Folders; read out for history and reporting or written back as comments. Leads is specific to Insightly and Comments to Wrike — each maps to any object or custom field on the other side.

How changes propagate between Insightly and Wrike

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

Wrike Insightly Sub-second propagation

DetectionWrike notifies Stacksync of record changes through webhook events. Webhooks scoped to a folder, a space, or the whole account fire on events like TaskCreated, TaskStatusChanged, and FolderCreated, with event.

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.
  • Wrike: Approximately 400 requests/minute per user (estimated on a per-second basis) with a higher per-IP ceiling; exceeding the limit or tripping Wrike's internal overload protection returns HTTP 429, handled with exponential backoff.
What ships with Insightly ⇄ Wrike

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or Wrike 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 Wrike record.

Observability

Monitoring

Track your Insightly ⇄ Wrike 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 Wrike.

How the Insightly and Wrike 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

Wrike

Integration surface
REST API v4 (JSON), single account endpoint such as www.wrike.com/api/v4; the data-center host (US or EU) comes from the OAuth token response, plus REST-managed Webhooks
Authentication
OAuth 2.0 for multi-user apps (Authorization header carrying access_token and requested scopes), and a legacy Permanent Access Token for single-account and testing use
Change detection
Webhooks scoped to a folder, a space, or the whole account fire on events like TaskCreated, TaskStatusChanged, and FolderCreated, with event filtering and custom payload fields; polling the task updatedDate is the fallback
Capabilities
read · write · webhooks
Rate limits
Approximately 400 requests/minute per user (estimated on a per-second basis) with a higher per-IP ceiling; exceeding the limit or tripping Wrike's internal overload protection returns HTTP 429, handled with exponential backoff
Wrike setup guide
How it works

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

    Choose tables

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

Insightly and Wrike 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
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ISO 27001
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GDPR
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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 521 integrations available for Insightly and Wrike.

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