Integrate HubSpot & Insightly without a line of code, ever

  • Integrate HubSpot & Insightly company, contact, deal & activity data
  • No code whatsoever to map data & manage rules
  • Unleash key features for your sales & marketing teams – including HubSpot intelligence, HubSpot smart lists & full funnel analytics
  • Certified partner of both HubSpot & Insightly
  • Several hundred customers for HubSpot-CRM integrations

HubSpot-Insightly-Connectors

Bidirectionally sync & de-duplicate data across HubSpot & Insightly

Accurate, complete & consistent data helps your sales & marketing teams perform more effectively.

As new data records are created (contacts, accounts, deals), they are connected to any pre-existing records in the other system – ensuring no duplicates are created – and as records update, they remain aligned across both systems.

Insightly-HubSpot-Lead-Intelligence

Give sales visibility to key HubSpot intelligence in Insightly

HubSpot gathers key intelligence on your prospects, including where they came from (lead source), why they engaged with you (conversion events) & most recent website interaction.

Map these fields to Insightly so that your sales reps can see this key HubSpot intelligence quickly and easily, natively in the CRM they work in every day.


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Automate segmentation of Insightly data via HubSpot

HubSpot smart lists are a powerful feature to dynamically target based on individual or account level data.

By syncing Insightly organization and contact data to HubSpot, you can automate the creation of these targeted lists in HubSpot and open up capabilities such as segment-specific or automated campaigns based on a customer lifecycle stage.


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Feed Insightly data back to HubSpot to power full funnel analytics

HubSpot has powerful full funnel analytics reporting to give you insight into what is driving growth in customers and revenue.

Bedrock Data connects opportunities in Insightly back to HubSpot to unlock this closed loop reporting as part of your HubSpot-Insightly integration.


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Our HubSpot-Insightly Object Mapping

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Company

Company (Read, Create, Update)
Organization (Read, Update)

Contact

Contact (Read, Create, Update)
Lead (Read, Create, Update)
Contact (Read, Update)

Opportunity

Deal (Read, Create, Update)
Opportunity (Read)

Activity

Engagement (Read, Create, Update)
Task (Read, Create, Update)

Activity

Timeline (Create)
Task (Read, Create, Update)

Owner

Owner (Read, Create, Update)
User (Read)

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Let's discuss your HubSpot-Autotask integration

HubSpot-Insightly Integration Walkthrough

Take a tour of our HubSpot-Insightly integration in this video
 

Related Resources

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How Invited Home Uses Bedrock Data to Integrate HubSpot & Insightly

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The Marketer's Mega Guide to HubSpot Integrations

Check Out the Guide
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