Start syncing Insightly and Sugar two-way

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When a custom yes/no field in Insightly is toggled on, apply tags to them in Sugar or remove them too
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When contacts are not yet converted leads in Insightly, change their contact owner in Sugar
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When contacts are owned by a salesperson in Insightly, make them a VIP in Sugar
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When contacts are tagged in Insightly, update a custom field in Sugar
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When contact type is 'warm lead' in Insightly, update their lead status in Sugar
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When contacts are tagged in Sugar, change their contact owner in Insightly
Get Started
When contacts are owned by a salesperson in Sugar, apply tags to them in Insightly or remove them too
Get Started
When contacts in Sugar have no owner, update a custom field in Insightly
Get Started
When a custom yes/no field in Insightly is toggled on, merge their contacts data with those of Sugar
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When contacts are not yet converted leads in Insightly, create them in Sugar
Get Started
When contacts are owned by a salesperson in Insightly, keep them in sync with Sugar
Get Started
When contacts are tagged in Insightly, update a custom field in Sugar
Get Started
When contact type is 'warm lead' in Insightly, update their description in Sugar
Get Started
When Insightly contacts are from a certain region, change their contact owner in Sugar
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When Insightly contacts are from a certain location, apply tags to them in Sugar or remove them too
Get Started
When new contacts are added in Insightly, update a custom field in Sugar
Get Started
When phone numbers are added or updated in Insightly, update their lead source in Sugar
Get Started
When contacts are tagged in Insightly, merge their contacts data with those of Sugar
Get Started
When contacts are owned by a salesperson in Insightly, create them in Sugar
Get Started
When contacts in Insightly have no owner, keep them in sync with Sugar
Get Started
When Insightly contacts are from a certain region, apply tags to them in Sugar or remove them too
Get Started
When Insightly contacts are from a certain location, change their contact owner in Sugar
Get Started
When new contacts are added in Insightly, make them a VIP in Sugar
Get Started
When phone numbers are added or updated in Insightly, update a custom field in Sugar
Get Started
When custom attributes are updated in Insightly, update their lead status in Sugar
Get Started

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No more manual exporting & importing of contact lists. No more inaccurate or missing data.

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Intuitive and straightforward set-up in under 5 min. No coding required. Enterprise level security.

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