Two-way sync
Changes in Insightly or Salesforce instantly reflect in both systems. No stale data, no manual imports.
Keep Insightly and Salesforce in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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 Contacts, Organizations, Leads, Opportunities in Insightly with Contacts, Leads, Opportunities, Cases in Salesforce 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.
Deal stage and value on shared accounts stay visible from either CRM.
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
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 | Salesforce objects | |
|---|---|---|
| Tasks Activity records keep follow-ups consistent across systems. | Campaigns Marketing membership data; read out for attribution analysis in the warehouse. | |
| Events Calendar items sync for a complete activity timeline. | Tasks and Events Activity records; usually read-only in syncs to feed activity reporting. | |
| Notes Free-text context attaches to synced records for downstream visibility. | Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce. | |
| Products Product catalog entries support line-item syncing on opportunities and quotes. | Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. | |
| Custom Fields Per-object custom fields carry enrichment and billing data written from external systems. | Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. | |
| Contacts Person records sync with marketing and support tools to keep one contact list. | Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. |
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Insightly–Salesforce connection.
Changes in Insightly or Salesforce instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Insightly or Salesforce data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Insightly or Salesforce record.
Track your Insightly ⇄ Salesforce sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Insightly and Salesforce.
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.
Authenticate Insightly and Salesforce with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pick the Insightly and Salesforce 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Insightly and Salesforce: authenticate both systems, choose the objects to sync (such as Insightly's Tasks and Events), map fields visually, and changes propagate both ways in milliseconds — no code required.
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Insightly and Salesforce connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Insightly–Salesforce integration in-house.
Yes — Stacksync ships production-grade connectors for both Insightly and Salesforce. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
Change detection on Insightly: Polling on record updated-date fields. On Salesforce: Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting). Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
On the Insightly side: Contacts, Organizations, Leads, Opportunities, plus custom fields where Insightly exposes them. On the Salesforce side: Contacts, Leads, Opportunities, Cases. Stacksync auto-detects both schemas and converts types between the two systems.
Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Insightly and Salesforce.