Skip to content
CRM

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

Keep Attio and Insightly 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 Attio and Insightly

Run Attio and Insightly 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 People, Companies, Users, Deals in Attio with Custom Fields, Contacts, Organizations, Leads in Insightly 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

  • Run a two-way dual-run when migrating to Attio from another CRM.
  • Sync companies, people, and deals with Postgres so ops teams enrich and update CRM records with SQL.
  • Deduplicate and align customer records between Insightly and an ERP or invoicing system
  • Two-way sync of Insightly contacts and organizations with a marketing automation platform

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.

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.

What you can sync between Attio and Insightly

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.

Attio objects Insightly objects
Custom objects Workspace-defined objects that behave like standard ones in the API. Opportunities Pipeline records feed forecasting and warehouse-based reporting.
People Standard person object; synced with marketing tools and warehouse person tables. Projects Delivery records created from won opportunities sync with PSA and task tools.
Companies Standard company object; matched to billing and product accounts in two-way syncs. Tasks Activity records keep follow-ups consistent across systems.
Users Synced with incremental and full sync per the Stacksync docs. Events Calendar items sync for a complete activity timeline.
Deals Pipeline records; read out for revenue reporting and written to from automation. Notes Free-text context attaches to synced records for downstream visibility.
Workspaces Synced with incremental and full sync per the Stacksync docs. Products Product catalog entries support line-item syncing on opportunities and quotes.
What ships with Attio ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Attio or Insightly 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 Attio or Insightly record.

Observability

Monitoring

Track your Attio ⇄ Insightly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Attio and Insightly.

How the Attio and Insightly connectors work

Attio

Integration surface
REST API
Authentication
Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
Change detection
Webhooks on record and list-entry events, with polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits.
Attio setup guide

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
How it works

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

    Choose tables

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

Attio and Insightly 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Attio and Insightly.

Popular · 8 of 386
Coworkers laughing in front of a laptop in a casual office setting

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