---
title: 'Workday + Insightly'
url: 'https://www.staging38.commercient.com/product/workday-insightly/'
date: '2026-06-19T11:27:05-04:00'
modified: '2026-06-19T11:27:05-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Workday to Insightly, giving your team access to Workday data directly within Insightly. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Insightly and Workday, syncing customer data and business records between the CRM and Workday. Both teams benefit from working with the same account and contact data, regardless of which platform they prefer.

## What syncs

- Sync Insightly Organisations to Workday Account Records
- Connect Workday Activity Data to Insightly Pipelines
- Export Insightly Leads to Workday
- Import Workday Responses into Insightly Contacts
- Sync Insightly Tasks to Workday
- Connect Insightly Campaigns to Workday

## Why Commercient

### Lead and prospect management

Sync Insightly Leads and Contacts to Workday so lead data is available in both platforms for coordinated outreach and follow-up.

### Task and activity alignment

Connect Insightly Tasks and activities to Workday workflows so sales tasks and follow-ups are visible and managed in both systems.

### Campaign and outreach management

Sync Insightly Contacts segments to Workday for targeted campaigns and import campaign results back to the CRM for sales follow-up.

### New customer record creation

Import Workday new contacts and accounts into Insightly so new customers are available in the CRM for relationship management and pipeline tracking.

## About Workday

Workday is a cloud ERP and HCM platform for mid-size and enterprise organisations, managing finance, HR, payroll, talent management and business planning.

## About Insightly

Insightly is a CRM and project management platform for small and mid-size businesses, managing contacts, opportunities, projects, pipelines and business relationships.

## Frequently asked questions

### Does Commercient support two-way sync between Insightly and Workday?

Commercient can support bidirectional sync between Insightly and Workday when configured. Exact two-way capabilities depend on the systems involved and the integration scope.

### Can Insightly Organisations data sync to Workday account records?

Yes, Commercient can sync Insightly Organisations to Workday account records so customer data is consistent across both platforms. Exact mapping depends on project configuration.

### Can Insightly Opportunities stage or pipeline data connect to Workday?

Commercient can support syncing Insightly Opportunities data to Workday when included in scope. Exact deal-to-app capabilities depend on both platforms and project configuration.

### How is customer matching handled between Insightly and Workday?

Commercient handles customer matching between Insightly and Workday using configurable criteria such as email address or account name. Matching logic is agreed during scoping.

### Can new Workday records import into Insightly as Contacts or Leads?

Yes, Commercient can import new Workday records into Insightly as Contacts or Leads when included in scope. Exact capabilities depend on the systems and project configuration.