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Business productivity ⇄ CRM

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

Keep Braze 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

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Migrated from Mulesoft
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Braze and Insightly

Sync what happens in Braze 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 Braze 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 Content Blocks, Users, Custom Attributes, Custom Events in Braze to Leads, Opportunities, Projects, Tasks in Insightly with bi-directional, real-time sync. Activity and record changes in Braze update the matching contact or account in Insightly, and CRM data flows the other way wherever Braze can store and use it.

Common use cases

  • Export campaign and Canvas engagement data into a warehouse for cross-channel reporting.
  • Sync audience membership computed in the warehouse into Braze segments for targeting.
  • 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

Where Braze runs outreach

Prospects, sends, and replies sync into Insightly, keeping lead status current without manual imports.

Where Braze supplies contact or company data

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

Where Braze processes payments

Charges, refunds, and subscription changes appear on the account in Insightly, so revenue context lives with the relationship.

What you can sync between Braze 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.

Braze objects Insightly objects
Campaigns Message sends whose metadata and analytics are read for reporting. Custom Fields Per-object custom fields carry enrichment and billing data written from external systems.
Canvases Multi-step journeys; entry and performance data is read for lifecycle analysis. Contacts Person records sync with marketing and support tools to keep one contact list.
Subscription Groups Channel-level opt-in states synced with consent records in other systems. Organizations Company records map to accounts in ERPs and other CRMs.
Content Blocks Reusable message content referenced across campaigns. Leads Unqualified prospects sync in from forms and enrichment sources before conversion.
Users The central profile object, identified by external ID, Braze ID, or user aliases; the main sync target. Opportunities Pipeline records feed forecasting and warehouse-based reporting.
Custom Attributes Profile fields written from CRMs, warehouses, and product databases to drive personalization. Projects Delivery records created from won opportunities sync with PSA and task tools.
What ships with Braze ⇄ Insightly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Braze 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 Braze or Insightly record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Braze and Insightly connectors work

Braze

Integration surface
REST API
Authentication
REST API keys scoped to specific endpoints, issued per workspace
Change detection
Braze Currents streams engagement events outward; profile reads otherwise rely on export endpoints and polling
Capabilities
read · write
Rate limits
Endpoints have per-endpoint rate limits documented by Braze; batch endpoints accept multiple users per request

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 Braze 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 Braze 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
    Braze connected
    Insightly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Braze 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 Braze and Insightly.

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