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CRM ⇄ Database

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

Keep Insightly and PostgreSQL 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 PostgreSQL

Treat Insightly like part of your database: its records live in PostgreSQL as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in PostgreSQL, where it can be queried and joined like everything else.

Stacksync mirrors Opportunities, Projects, Tasks, Events from Insightly into Custom Types and Enums, Tables, Views, Materialized Views in PostgreSQL with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Insightly with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

Common use cases

  • Replicate opportunities into Postgres or a warehouse so RevOps can report on pipeline with SQL
  • Keep Insightly projects aligned with delivery or PSA tools after opportunities close
  • Expose SaaS objects (CRM contacts, ERP invoices, support tickets) as Postgres tables that internal tools can query and join
  • Let an application write to its own database and have those rows appear as records in business systems in near real time

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Insightly API, limits, and retries.

Trigger workflows from CRM changes

Field and stage updates in Insightly arrive as row changes in PostgreSQL, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Insightly become tables in PostgreSQL you can join with application data directly.

What you can sync between Insightly and PostgreSQL

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 PostgreSQL objects
Organizations Company records map to accounts in ERPs and other CRMs. Primary and Unique Keys Used as match keys for idempotent upserts and conflict resolution.
Leads Unqualified prospects sync in from forms and enrichment sources before conversion. JSONB Columns Hold semi-structured payloads such as nested SaaS objects or metadata.
Opportunities Pipeline records feed forecasting and warehouse-based reporting. Sequences Generate surrogate keys for rows created by inbound syncs.
Projects Delivery records created from won opportunities sync with PSA and task tools. Custom Types and Enums Constrain synced values to a fixed set, mirroring picklist fields.
Tasks Activity records keep follow-ups consistent across systems. Tables The primary sync target; rows map one-to-one to records in connected SaaS systems.
Events Calendar items sync for a complete activity timeline. Views Read-side projections used to expose joined or filtered data to a sync.
What ships with Insightly ⇄ PostgreSQL

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Insightly or PostgreSQL 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 PostgreSQL record.

Observability

Monitoring

Track your Insightly ⇄ PostgreSQL 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 PostgreSQL.

How the Insightly and PostgreSQL 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

PostgreSQL

Integration surface
SQL wire protocol (PostgreSQL frontend/backend protocol)
Authentication
Database credentials (connection string or parameters), with optional SSL root certificate upload and optional SSH tunnel (SSH user + host); a least-privilege DB user
Change detection
Logical replication (wal_level = logical) for change data capture via the "Postgres" connector; database triggers (TRIGGER grant + stacksync_logging schema) via the trigger-based "Postgres Heroku" connector where
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput is bounded by connection limits, instance resources, and replication slot throughput
PostgreSQL setup guide
How it works

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

    Choose tables

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

Insightly and PostgreSQL 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 PostgreSQL.

Popular · 8 of 386
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