HubSpot Diamond Solutions Partner
HubSpot + Insightly Integration: Create a Single Source of Truth
Eliminate data silos and manual entry by seamlessly syncing your HubSpot and Insightly platforms. This integration ensures absolute data consistency, empowering all your teams with accurate, real-time information.
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Our integration experts will work with you to design a data model and governance plan that ensures data integrity and empowers your teams to succeed. Schedule a consultation to build your unified data environment.
Empower Your Insightly Users with Marketing Intelligence
When HubSpot serves as your marketing engine, this integration acts as a reliable bridge to your Insightly-based sales team. We deliver marketing-qualified leads and rich behavioural data directly into Insightly, so your sales team can act quickly with the full context of the buyer's journey.
Automate the MQL Handoff: Automatically create and assign Insightly leads or contacts the moment a lead reaches MQL status in HubSpot, complete with all associated marketing data.
Provide Full Funnel Context: Equip reps with a full timeline of a lead's marketing engagement including email opens, form submissions, and page views—directly within the Insightly record.
Ensure Data Consistency: Maintain a clean database with a bi-directional sync that pushes updates from Insightly opportunities and contacts back to HubSpot, reflecting sales activity in your marketing system.
Streamline Lead Assignment: Implement custom routing rules to ensure leads from HubSpot are assigned to the correct Insightly user or team based on territory, industry, or other criteria.
When HubSpot serves as your marketing engine, this integration acts as a reliable bridge to your Insightly-based sales team. We deliver marketing-qualified leads and rich behavioural data directly into Insightly, so your sales team can act quickly with the full context of the buyer's journey.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Gain Complete Funnel Visibility Within HubSpot
Connect your marketing efforts directly to sales outcomes, even when your sales team works in Insightly. By syncing sales activities and deal progression back into HubSpot, you can accurately measure campaign ROI, improve forecasting, and create a single, unified view of the entire customer lifecycle.
Achieve True Closed-Loop Reporting: Sync deal stages, amounts, and closed-won/lost status from Insightly Opportunities back to the original contact record and campaigns in HubSpot.
Enhance Marketing Segmentation: Use sales data and custom fields from Insightly such as opportunity stage or product interest as criteria to build highly targeted lists and workflows in HubSpot.
Create Unified Leadership Dashboards: Build a single source of truth for reporting in HubSpot that reflects the complete sales pipeline by incorporating opportunity data from both platforms.
Maintain a Clean Database: Ensure that contact and company data updated by the sales team in Insightly is automatically reflected in HubSpot, guaranteeing data integrity across your tech stack.
Connect your marketing efforts directly to sales outcomes, even when your sales team works in Insightly. By syncing sales activities and deal progression back into HubSpot, you can accurately measure campaign ROI, improve forecasting, and create a single, unified view of the entire customer lifecycle.
A Flexible & Governed Sync for Your Core Systems
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
A rigid, out-of-the-box connector is a recipe for data conflicts and chaos. Our approach is different. We work with you to define master data rules, custom field mappings, and conflict resolution logic to ensure your integration supports your business process, not the other way around.
- Bi-Directional & Uni-Directional Sync: Define the flow of information at the object and field level, creating a true bi-directional sync or a one-way push as needed.
- Real-time & Scheduled Syncs: Use real-time triggers for immediate updates like lead handoffs, and scheduled syncs for large-volume data reconciliation.
- Custom Sync Logic & Triggers: Define the precise conditions for when a record should sync for example, only sync HubSpot contacts to Insightly once their lead score exceeds 100.
- High-Volume Data Handling: Our enterprise-grade platform is built to process and reconcile millions of records between your CRMs without compromising performance.
Comprehensive Object & Field Mapping
We support the full range of standard and custom objects in both HubSpot and Insightly. Our platform is designed to handle complex data models, ensuring a seamless connection between your two core business systems.
HubSpot
Insightly
- Contacts
- Companies
- Deals
- Custom Objects
- Leads/Contacts
- Accounts
- Opportunities
- Custom Objects
- Contacts Leads/Contacts
- Companies Accounts
- Deals Opportunities
- Custom Objects Custom Objects
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem; it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and "messy data" that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That's how we maintain a 98.5% customer retention rate.
The Expert You Call
We're a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
This is a critical function of our platform. We allow you to set field-level master system rules. For example, you can designate HubSpot as the "master" for marketing-related fields (like email subscription status) while making Insightly the "master" for sales-owned fields (like opportunity stage). This prevents data overwrites and ensures data integrity.
Our platform uses sophisticated deduplication logic based on unique identifiers (like email address or a custom external ID). Before creating a new record in the destination system, it first searches for an existing match, ensuring that you maintain a clean, duplicate-free database across both CRMs.
Yes. Supporting custom fields and objects is a core strength of our solution. We can map any standard or custom field between HubSpot and Insightly, ensuring that the unique data that powers your business is synced accurately. This is a primary advantage over more rigid, off-the-shelf connectors.
Absolutely. We don't believe in "all-or-nothing" syncs. Our platform allows you to build powerful, rules-based filters to control exactly which records are eligible for syncing. For instance, you can set a rule to only sync contacts from HubSpot to Insightly after they have been qualified by marketing and have a specific lifecycle stage.
Ready for a HubSpot Setup That Actually Works?
A successful HubSpot onboarding goes beyond the basics. It's about building a platform that your team loves to use and that drives real growth. Let's build it right, right from the start.
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