Start syncing Planyo and Insightly two-way

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Discover how PieSync can make your cloud apps work together

When a custom yes/no field in Planyo is toggled on, merge their contacts data with those of Insightly
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When contacts are not yet converted leads in Planyo, update a custom field in Insightly
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When contacts are owned by a salesperson in Planyo, update their Insightly contact details
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When contacts are tagged in Planyo, match them up to contacts in Insightly
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When contact type is 'warm lead' in Planyo, keep them in sync with Insightly
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When phone numbers are added or updated in Planyo, change their contact owner in Insightly
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When Planyo contacts are from a certain location, apply tags to them in Insightly or remove them too
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When Planyo contacts are from a certain region, update a custom field in Insightly
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When custom attributes are updated in Planyo, update their lead source in Insightly
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Accurate & real-time data

PieSync will keep your customer data in sync across all your apps and devices. Two-way and in real-time.

Save time

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

Easy & Secure

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

Free Trial

Start your 14-day free trial with all our features and connections included.