Insightly logo

Insightly integration

Sync Insightly contacts, organizations, and opportunities with your billing, marketing, and support tools. Bidirectional: read from Insightly or write to it.

No credit card required

Free 100k syncs every month

No credit card required

Free 100k syncs every month

No credit card required

Free 100k syncs every month

Keep your CRM data flowing

Sync Insightly data with every tool your team uses.

Illustration of multiple data sources enriching CRM contact records
Illustration of multiple data sources enriching CRM contact records

Enrich contacts automatically

Push billing data, product events, and support history into Insightly contacts as your other tools update. Every team sees the full customer picture without manual data entry.

Screenshot of automatic custom property creation in a CRM
Screenshot of automatic custom property creation in a CRM

Auto property creation

Insightly doesn't have a field for your custom data? Oneprofile creates custom properties before writing. No manual admin work.

Screenshot of automatic custom property creation in a CRM

Auto property creation

Insightly doesn't have a field for your custom data? Oneprofile creates custom properties before writing. No manual admin work.

Field tracking icon
Field-level tracking

Field-level tracking

Only changed fields are sent. Won't overwrite data updated by other sources.

Only changed fields are sent. Won't overwrite data updated by other sources.

Custom properties icon
Custom property support

Custom property support

Standard and custom properties both sync. All properties discovered at connect time.

Standard and custom properties both sync. All properties discovered at connect time.

Bulk sync icon
Bulk sync

Bulk sync

Batched API calls stay within rate limits and minimize sync time.

Batched API calls stay within rate limits and minimize sync time.

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Push Stripe payment status and subscription data into Insightly records for revenue visibility.

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Keep Insightly and Intercom contacts aligned so support reps see deal stage in conversations.

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Segment Klaviyo audiences by Insightly deal stage so email campaigns target the right accounts.

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PostgreSQL logo

Database

Mirror Insightly CRM data into PostgreSQL for custom reporting and SQL-based dashboards.

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Consolidate Stripe billing data into PostgreSQL for custom reporting and SQL-based dashboards.

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About

Insightly

Oneprofile is not just about sending data from one tool to another. It ensures customer profiles and events stay consistent across every system, even as data changes over time.

Insightly logo
SUPPORTED RECORDS

Contacts

Organizations

Opportunities

INTEGRATION TYPE

Source

Destination

CATEGORY

CRM

Productivity

FAQ

How long does it take to set up the Insightly integration?

Which Insightly record types can I sync?

Can I sync Insightly data to multiple destinations at once?

Does the Insightly integration support custom fields?

Is the Insightly integration included on the free plan?

Can I migrate data from Insightly to another CRM?

Ready to get started?

No credit card required

Free 100k syncs every month

Ready to get started?

No credit card required

Free 100k syncs every month

Ready to get started?

No credit card required

Free 100k syncs every month