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CRM · Two-way sync platform

Gladly integration.

Connect your Gladly workflow to the systems your business runs on. Work with a Stacksync engineer to confirm the connection and required operations, starting with Conversations and Tasks.

Set this up from Claude or ChatGPT
  • Review your systems with an integration engineer
  • Get a scoped implementation and validation plan

Adopted by fast-scaling companies moving mission-critical data in real time

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Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Record types

Gladly records to discuss.

These Gladly record examples help scope a technical review. They are not a list of verified Stacksync operations.

Customer profiles
Identify this record type and the operation you need to review with Stacksync.
Conversations
Retain message ID, conversation/thread ID, channel, and sender identity.
Conversation items
Identify this record type and the operation you need to review with Stacksync.
See 3 more record examples
Agents
Identify this record type and the operation you need to review with Stacksync.
Topics
Identify this record type and the operation you need to review with Stacksync.
Tasks
Use a stable task/work-item ID and preserve its project or parent-ticket reference.
Connection setup

Gladly connection requirements.

Review Gladly access and the operations your workflow needs with Stacksync. The vendor API reference below can help your administrator prepare for that discussion.

Prepare access and scope for the engineering review
  • Identify the Gladly account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Gladly, including read/write support, authentication, and initial-load limits.

Integration design

Match records and fields for your Gladly integration.

Choose the owner of customer details, qualification, and commercial status separately. A customer update, a won deal, and an approved order represent different business decisions.

Use these design questions to prepare a representative record and the business rules your integration must preserve.

Explore record matching and field-mapping checks
GladlySource record IDKeep the account and record type
Record matchingSource ID ↔ destination IDLink the same record across systems
Selected destinationDestination record IDPreserve its local key and rules
Conceptual identity model. Keep source and destination IDs linked so an update reaches the right record. Confirm the supported sync direction separately.
Match the same record in both systems
Retain message ID, conversation/thread ID, channel, and sender identity.
Load related records in the right order
Resolve conversation, participant, and customer context before associating messages.

Mapping checks by record type

Conversations

Confirm object support with Stacksync

Identity
Retain message ID, conversation/thread ID, channel, and sender identity.
Fields to consider
Source message ID · Thread reference · Delivery state · Timestamp · Related record ID
Related records to resolve first
Resolve conversation, participant, and customer context before associating messages.
Test before going live
Test a delivery-state change, repeated message, private conversation, and reply linked to the correct thread.

Tasks

Confirm object support with Stacksync

Identity
Use a stable task/work-item ID and preserve its project or parent-ticket reference.
Fields to consider
Source task ID · Parent reference · Assignee · Status · Due date
Related records to resolve first
Resolve project, user, and parent-item references before the task.
Test before going live
Test a reassignment, an unsupported status transition, a deleted parent, and a due date across time zones.

Download the field-mapping workbook (CSV) to capture the actual API fields, matching keys, owners, and test results. Use it as you build with your team or a Stacksync engineer.

Setup and validation

Validate the Gladly integration in four steps.

A changed contact detail updates the existing person; a sales-state change reaches only the downstream process approved to act on it.

View the four setup tests and expected results

  1. Verify Gladly credentials and resource scope

    After confirming an implementation path, validate the selected access method with the intended account, region or workspace, and resource scope. Record the credential owner and renewal procedure, then demonstrate access to one selected object.

    Expected result: The selected resource is accessible through the approved credential, with the renewal and revocation procedure assigned to an owner.

  2. Test record matching for Conversations

    Using the implementation established in the compatibility review, preserve the selected source ID and resolve the required references. Test a delivery-state change, repeated message, private conversation, and reply linked to the correct thread.

    Expected result: A changed contact detail updates the existing person; a sales-state change reaches only the downstream process approved to act on it.

  3. Test the operation your workflow needs

    Review one Gladly record with a Stacksync engineer. Confirm how it should reach the other system, how often it must update, and whether your workflow needs reads, creates, or updates. Test those operations before expanding the integration.

    Expected result: The selected operation is confirmed, addresses the intended record, and exposes rejected values for repair.

  4. Test recovery and name the support owner

    For the confirmed implementation, interrupt a non-production transfer and restore access. Establish whether recovery uses the current source state or a stored historical event, and verify that repeated delivery preserves record identity.

    Expected result: The records have the expected current values, repeated delivery creates no duplicate business record, and your team knows who handles unresolved errors.

Use the production-readiness checklist to record test results, assign support owners, and agree on when to go live.

Troubleshooting

Troubleshoot your Gladly integration.

Diagnose record matching, delayed changes, and rejected operations
A Gladly record appears under the wrong destination record
Retain message ID, conversation/thread ID, channel, and sender identity. Resolve conversation, participant, and customer context before associating messages. Repair the ID relationship before repeating the operation.
The first load looks correct but later results differ
Confirm the selected Gladly implementation’s change-detection method for Conversations and Tasks. Compare later changes with the original source rather than using a successful initial copy as evidence of ongoing capture.
One operation succeeds while another is rejected
Check the specific Gladly object, field permissions, required references, and allowed operation. A successful read does not establish that a create, update, deletion, or business action is available.

Review retry, replay, and recovery behavior before repeating an operation that may already have succeeded.

Review your Gladly workflow with an engineer

Gladly integration guides

FAQ

Gladly connector FAQ

How should I plan an integration with Gladly?

Choose the owner of customer details, qualification, and commercial status separately. A customer update, a won deal, and an approved order represent different business decisions. Confirm the connection and read/write operations with Stacksync. Start with one workflow, agree on which fields each system owns, then test initial data, later changes, and recovery before expanding.

Can the Gladly connector write changes back?

Write-back support is not established for this connection. Review the Gladly records and fields you need with a Stacksync engineer, then test the required operation with a representative record.

Which identifiers should I preserve for Gladly data?

Retain message ID, conversation/thread ID, channel, and sender identity.

Which related records should I load first for Gladly?

Resolve conversation, participant, and customer context before associating messages.

How do I validate Gladly changes after the initial load?

Test a delivery-state change, repeated message, private conversation, and reply linked to the correct thread. A changed contact detail updates the existing person; a sales-state change reaches only the downstream process approved to act on it.

What will we cover in a Gladly integration demo?

Start with one workflow and a sample record from Conversations and Tasks. We can review how to identify the record, connect related data, set the update direction, and test recovery. Include the person who owns the source system and anyone who will maintain the integration; you do not need a finished requirements document.

AI assistant

Set up Gladly from Claude or ChatGPT

Connect the Stacksync MCP server to your AI assistant, then ask for the sync in plain language. You only sign in; there is no code to write and no API key to paste.

1. Add the Stacksync MCP server

Server URL

https://mcp.stacksync.com/mcp

In Claude

  1. Open Customize → Connectors, select + Add, then Add custom connector.
  2. Name it Stacksync and enter https://mcp.stacksync.com/mcp.
  3. Select Connect, sign in to Stacksync and choose your workspace.

In ChatGPT

  1. Open Settings → Apps → Advanced settings and turn on Developer mode.
  2. Select Create app, name it Stacksync, enter https://mcp.stacksync.com/mcp and choose OAuth.
  3. Sign in to Stacksync, then enable Stacksync from the tools menu in a chat.
Set up Codex or Claude Code

Codex

codex mcp add stacksync --url https://mcp.stacksync.com/mcp
codex mcp login stacksync

Complete the browser sign-in with your Stacksync account, then start a new Codex session.

Claude Code

claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp

Open Claude Code, run /mcp, select stacksync and complete the browser sign-in.

Then ask: “List my Stacksync workspaces.” Sign-in connects your assistant; it does not create a sync yet.

Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI and other assistants: setup steps in the docs.

2. Ask your assistant

Create a sync between my Gladly and another app or database.

Also from the same chat

You can also ask for workflows and AI agents (Genies) that use Gladly. The assistant checks what each app supports, for example:

  • “Build a workflow that messages our team in Slack when a Gladly record changes.”
  • “Create a Genie that answers questions about our Gladly data in Slack.”

What happens next

  • Signs you in with your Stacksync login (OAuth). No API key is pasted into the chat.
  • Gives you a secure sign-in link for each app it connects; you open it and sign in to that app.
  • Builds the sync with your permissions in Stacksync, nothing more. Turn on Ask before every change in the MCP settings to approve each change first.

New to Stacksync? Create an account first, then sign in from your assistant.

Explore Gladly connections

Choose the other system in your workflow. Each guide explains the connection options, available operations, field mapping, and setup checks for that pair.

159 integration guides

CRM · 27

ERP · 24

Database · 8

Data warehouse · 9

Business productivity · 29

Accounting and finance · 11

AI · 4

Analytics · 6

Communications · 6

E-commerce · 6

Human resources · 11

Marketing · 8

Security and identity · 6

Storage · 4

SECURITY

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As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

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