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CRM

Connect Salesmate to any app with two-way sync.

Two-way sync Salesmate across all your CRMs, databases, data warehouses, EDI systems, and AI tools, with custom workflows tailored to your data.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

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Object catalog

What Stacksync syncs in Salesmate.

These objects sync between Salesmate and any connected system, with field-level mapping and conflict resolution. Custom fields are picked up from the live schema where Salesmate exposes them.

Contacts
Person records synced with marketing tools and enrichment databases.
Companies
Organization records linked to contacts and deals.
Deals
Pipeline opportunities with stage and value, synced out for revenue reporting.
Activities
Calls, emails, and tasks logged against records and exported for analytics.
Pipelines and Stages
Sales process definitions read for stage mapping in syncs.
Products
Catalog items attached to deals, typically sourced from an ERP or billing system.
Notes
Free-text records synced for context in support or success tools.
Users
Team member records used for ownership mapping.
API surface

How Stacksync connects to Salesmate.

The connector runs on Salesmate's native API. Stacksync manages authentication, rate limits, retries, and schema changes so your team does not maintain integration code.

Connection
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
Rate limits
Subject to the platform's API rate limits

Sync directions

  • Read Supported
  • Write Supported
  • Change data capture Not available
  • Webhooks Supported
What ships with Salesmate

Connect Salesmate for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every connection.

Real-time

Two-way sync

Changes in Salesmate instantly reflect across connected systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Salesmate data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Salesmate record.

Observability

Monitoring

Track your Salesmate sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions.

Use cases

What teams run on the Salesmate connector.

Salesmate is adopted by SMB sales teams and founders who want CRM, pipeline management, and sales automation in one lightweight tool, often as the first real system of record for Contacts, Companies, and Deals. As those teams grow, its deal and activity data needs to flow into the marketing, support, billing, and reporting tools that build up around it.

  • Sales ops
  • SMB sales managers / founders
  • RevOps
  • IT

  1. Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.

  2. Keep contact segments aligned bi-directionally with an email marketing platform.

  3. Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.

  4. Hand off won deals to invoicing or accounting tools automatically.

  5. Two-way sync Contacts and Companies with a marketing platform or product database so signups and enrichment updates land in Salesmate without CSV imports.

  6. Mirror Deals with their Pipelines and Stages into a reporting database so managers track pipeline without per-seat CRM logins.

All Salesmate integrations

Pick the system you need to keep in sync with Salesmate. Each page covers the sync setup, field mapping, and common workflows for that pair.

CRM · 1

ERP · 2

Database · 1

Data warehouse · 3

Business productivity · 2

Accounting and finance · 1

How it works

Set up Salesmate in minutes, without APIs.

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Salesmate with its native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Salesmate connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Salesmate objects to sync — Stacksync auto-detects the schema, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Salesmate
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Salesmate database
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Salesmate connector FAQ

What can I sync with the Salesmate connector?

Salesmate's core objects — Contacts, Companies, Deals, Activities and custom fields — can sync with any of 302 other systems. Every integration is real-time and bidirectional, with field-level mapping and conflict resolution.

How does Stacksync connect to Salesmate?

Via REST API, authenticated with Access token (API key) sent as a request header. Changes are detected as follows — webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback. Stacksync manages rate limits, retries, and schema changes automatically.

Is the Salesmate connector two-way?

Yes. Changes made in Salesmate propagate to the connected system and vice versa, in milliseconds. One-way flows are also supported when a direction should stay read-only.

How long does a Salesmate integration take to set up?

Most Salesmate integrations go live in minutes: authenticate Salesmate and the other system, pick objects and fields, and enable the sync. No code and no infrastructure to manage.

Is Salesmate data secure in transit?

Stacksync is SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant. Salesmate data is encrypted in transit, and a zero-persistent-storage architecture means records are not retained after a sync operation.

SECURITY

Security teams trust Stacksync

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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more
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