Advanced features like syncing tasks and milestones are generally reserved for paid Insightly plans .
| Method | Sync Direction | Best For... | Frequency | | :--- | :--- | :--- | :--- | | | N/A (Internal) | Quick viewing, filtering by team, dragging/dropping rescheduling. | Real-time | | Subscription URL (iCal) | Insightly → External | Users who just want to "see" their CRM tasks on their phone/computer calendar without editing them there. | Daily (Passive) | | G Suite / MS 365 Integration | Two-Way | Heavy users who schedule via email invitations (Outlook/Gmail) and want that data auto-logged into CRM. | Real-time / Automated | insightly calendar sync
: Insightly copies events from the last two months and syncs all future appointments. Advanced features like syncing tasks and milestones are