Integrate Insightly with your product—along with any other CRM application
Connect your product to all the applications your customers use via Merge's Unified API to close more deals, retain customers, and expand to new markets
Sync Insightly data
FAQ on integrating with Insightly API
How frequently does Merge sync data from Insightly?
Merge offers various sync frequencies, depending on your plan.
- Daily Sync: Syncs data once per day at a specified time
- Standard Sync: Syncs data every 6 hours
- High Sync: Syncs data every 3 hours
- Highest Sync: Syncs data every hour
You can also trigger immediate re-syncs using the Force Resync endpoint or enable Automatic Webhooks to receive real-time updates directly from Insightly.
Learn more about Merge’s sync frequencies for Insightly.
What are some common endpoints Merge can access when integrating with Insightly?
Merge interacts with several key endpoints from Insightly, including:
- Opportunities: Access opportunity data, such as amount, stage, and status
- Organizations: Retrieve organization details, like phone numbers, website, and addresses
- Contacts: Fetch contact details, including email addresses, phone numbers, and names
- Tasks: Access task information, like status, due dates, and owners
- Leads: Retrieve lead data, such as title, company, and converted status
Learn more about the endpoints Merge interacts with.
What other CRM integrations does Merge support?
Merge’s CRM Unified API enables you to add dozens of CRM integrations to your product—in addition to Insightly. This includes:
- Salesforce
- HubSpot
- Pipedrive
- Zoho CRM
- Microsoft Dynamics 365 Sales
- Zendesk Sell
- ActiveCampaign
- Capsule
- Copper
Learn more about the CRM integrations Merge supports.
How is your customer's Insightly data encrypted and where is it stored?
Customer data from Insightly, like all other integrations Merge supports, is encrypted both in transit and at rest using industry-standard encryption protocols. Merge also stores this data in secure, SOC 2 compliant, cloud-based environments, ensuring that your customers’ Insightly data is protected and managed in compliance with best practices in the industry.
How long does it take developers to set up an Insightly integration?
Setting up an integration with Insightly via Merge typically takes between 1-3 days. Moreover, once you’ve integrated with Merge’s Unified API, you can access the dozens of other CRM integrations Merge supports, making it easy to scale your CRM integrations, fast.
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